HBS
SPTL icon

Howard Bailey Securities’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Howard Bailey Securities’s Portfolio SPTL Stock Details SPTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,417
Closed -$223K – 150
2025
Q4 		$223K Sell
8,417
-1,133
-12% -$30.6K 0.09% 129
2025
Q3 		$257K Buy
9,550
+1,576
+20% +$41.6K 0.07% 123
2025
Q2 		$212K Sell
7,974
-673
-8% -$17.7K 0.07% 142
2025
Q1 		$236K Sell
8,647
-591
-6% -$15.8K 0.08% 132
2024
Q4 		$242K Sell
9,238
-88
-0.9% -$2.41K 0.09% 145
2024
Q3 		$271K Buy
+9,326
New +$266K 0.1% 131

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Howard Bailey Securities's SPTL Position: Q1 2026 in Review

Howard Bailey Securities sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2026, closing a stake of 8,417 shares — an estimated $223K sold.

Howard Bailey Securities first reported a position in SPTL in Q3 2024 and held it in 6 quarters. The position peaked at $271K in Q3 2024. 482 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

  • Howard Bailey Securities reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Howard Bailey Securities sold 8,417 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $223K.
  • Howard Bailey Securities first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2024 and held it in 6 quarters.
  • Howard Bailey Securities's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $271K in Q3 2024.
  • 482 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on Howard Bailey Securities's 13F filing for Q1 2026, filed 23 Apr 2026.