HUB Investment Partners’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

HUB Investment Partners’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 Q2	$1.26M	Buy	48,119 +60	+0.1%	+$1.56K	0.02%	395
2026 Q1	$1.26M	Buy	48,059 +1,127	+2%	+$30K	0.03%	326
2025 Q4	$1.24M	Sell	46,932 -1,876	-4%	-$50.6K	0.03%	265
2025 Q3	$1.32M	Sell	48,808 -1,030	-2%	-$27.2K	0.04%	239
2025 Q2	$1.32M	Hold	49,838	–	–	0.04%	234
2025 Q1	$1.36M	Buy	+49,838	New	+$1.33M	0.05%	200
2024 Q2	–	Sell	-9,711	Closed	-$271K	–	539
2024 Q1	$271K	Buy	9,711 +189	+2%	+$5.27K	0.01%	377
2023 Q4	$276K	Sell	9,522 -162	-2%	-$4.31K	0.02%	329
2023 Q3	$253K	Buy	+9,684	New	+$273K	0.04%	212

Other funds holding SPTL

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HUB Investment Partners's SPTL Position: Q2 2026 in Review

HUB Investment Partners increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 0.12% in Q2 2026, buying an estimated $1.56K and bringing the position to 48,119 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #395.

HUB Investment Partners first reported a position in SPTL in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.36M in Q1 2025. 483 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

HUB Investment Partners held 48,119 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.26M as of Q2 2026.
HUB Investment Partners bought 60 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $1.56K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.02% of HUB Investment Partners's portfolio in Q2 2026, its #395 holding.
HUB Investment Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2023 and has held it in 9 quarters since.
HUB Investment Partners's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.36M in Q1 2025.
483 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.