Kovitz Investment Group Partners
SPTL icon

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

Kovitz Investment Group 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
2025
Q2 		– Sell
-20,454
Closed -$558K – 1397
2025
Q1 		$558K Sell
20,454
-3,127
-13% -$83.3K ﹤0.01% 877
2024
Q4 		$618K Buy
+23,581
New +$646K ﹤0.01% 844

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Kovitz Investment Group Partners's SPTL Position: Q2 2025 in Review

Kovitz Investment Group Partners sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2025, closing a stake of 20,454 shares — an estimated $558K sold.

Kovitz Investment Group Partners first reported a position in SPTL in Q4 2024 and held it in 2 quarters. The position peaked at $618K in Q4 2024. 439 funds tracked by Wall St. Rank hold SPTL as of Q2 2025.

  • Kovitz Investment Group Partners reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 20,454 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2025, an estimated $558K.
  • Kovitz Investment Group Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2024 and held it in 2 quarters.
  • Kovitz Investment Group Partners's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $618K in Q4 2024.
  • 439 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2025, filed 14 Aug 2025.