Howe & Rusling’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Howe & Rusling’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	-1,395	Closed	-$36.9K	–	508
2025 Q4	$36.9K	Buy	+1,395	New	+$37.6K	﹤0.01%	381
2025 Q1	–	Sell	-425	Closed	-$11.1K	–	470
2024 Q4	$11.1K	Buy	+425	New	+$11.6K	﹤0.01%	371
2024 Q2	–	Sell	-195	Closed	-$5.45K	–	391
2024 Q1	$5.45K	Buy	+195	New	+$5.44K	﹤0.01%	354
2022 Q2	–	Sell	-133	Closed	-$5K	–	1155
2022 Q1	$5K	Hold	133	–	–	﹤0.01%	667
2021 Q4	$6K	Buy	133 +12	+10%	+$504	﹤0.01%	634
2021 Q3	$5K	Buy	+121	New	+$5.14K	﹤0.01%	666

Other funds holding SPTL

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Howe & Rusling's SPTL Position: Q1 2026 in Review

Howe & Rusling sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2026, closing a stake of 1,395 shares — an estimated $36.9K sold.

Howe & Rusling first reported a position in SPTL in Q3 2021 and held it in 6 quarters. The position peaked at $36.9K in Q4 2025. 482 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

Howe & Rusling reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Howe & Rusling sold 1,395 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $36.9K.
Howe & Rusling first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2021 and held it in 6 quarters.
Howe & Rusling's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $36.9K in Q4 2025.
482 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.