J.E. Simmons & Co’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.8M Sell
489,712
-2,909
-0.6% -$75.8K 7.24% 3
2026
Q1
$13M Buy
492,621
+298,633
+154% +$7.96M 8.67% 2
2025
Q4
$5.13M Buy
+193,988
New +$5.23M 3.33% 9

Other funds holding SPTL

J.E. Simmons & Co's SPTL Position: Q2 2026 in Review

J.E. Simmons & Co reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 0.59% in Q2 2026, selling an estimated $75.8K and leaving 489,712 shares worth $12.8M. The position accounts for 7.24% of the portfolio, ranked #3.

J.E. Simmons & Co first reported a position in SPTL in Q4 2025 and has held it in 3 quarters since. The position peaked at $13M in Q1 2026. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • J.E. Simmons & Co held 489,712 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $12.8M as of Q2 2026.
  • J.E. Simmons & Co sold 2,909 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $75.8K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 7.24% of J.E. Simmons & Co's portfolio in Q2 2026, its #3 holding.
  • J.E. Simmons & Co first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • J.E. Simmons & Co's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $13M in Q1 2026.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on J.E. Simmons & Co's 13F filing for Q2 2026, filed 15 Jul 2026.