Latitude Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Latitude Advisors’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 Q3	–	Sell	-9,025	Closed	-$240K	–	224
2025 Q2	$240K	Buy	+9,025	New	+$237K	0.12%	181
2023 Q4	–	Sell	-36,006	Closed	-$942K	–	184
2023 Q3	$942K	Buy	36,006 +4,651	+15%	+$131K	0.67%	28
2023 Q2	$938K	Buy	31,355 +18,006	+135%	+$544K	0.65%	29
2023 Q1	$412K	Buy	+13,349	New	+$405K	0.3%	91
2021 Q2	–	Sell	-10,580	Closed	-$412K	–	184
2021 Q1	$412K	Buy	+10,580	New	+$440K	0.34%	69

Other funds holding SPTL

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Latitude Advisors's SPTL Position: Q3 2025 in Review

Latitude Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2025, closing a stake of 9,025 shares — an estimated $240K sold.

Latitude Advisors first reported a position in SPTL in Q1 2021 and held it in 5 quarters. The position peaked at $942K in Q3 2023. 419 funds tracked by Wall St. Rank hold SPTL as of Q3 2025.

Latitude Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
Latitude Advisors sold 9,025 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2025, an estimated $240K.
Latitude Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2021 and held it in 5 quarters.
Latitude Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $942K in Q3 2023.
419 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2025.

Based on Latitude Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.