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Kesler Norman & Wride’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Kesler Norman & Wride’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 		$301K Buy
11,480
+210
+2% +$5.47K 0.05% 237
2026
Q1 		$296K Buy
11,270
+2,341
+26% +$62.4K 0.05% 222
2025
Q4 		$236K Buy
+8,929
New +$241K 0.04% 225

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
UBS Group
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Kesler Norman & Wride's SPTL Position: Q2 2026 in Review

Kesler Norman & Wride increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 1.9% in Q2 2026, buying an estimated $5.47K and bringing the position to 11,480 shares worth $301K. The position accounts for 0.05% of the portfolio, ranked #237.

Kesler Norman & Wride first reported a position in SPTL in Q4 2025 and has held it in 3 quarters since. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Kesler Norman & Wride held 11,480 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $301K as of Q2 2026.
  • Kesler Norman & Wride bought 210 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $5.47K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.05% of Kesler Norman & Wride's portfolio in Q2 2026, its #237 holding.
  • Kesler Norman & Wride first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.