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Legacy Investment Solutions’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Legacy Investment Solutions’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 		$2.1K Buy
+79
New +$2.07K ﹤0.01% 508
2024
Q4 		$2.11K Buy
79
+52
+193% +$1.42K ﹤0.01% 494
2024
Q3 		$724 Buy
+27
New +$770 ﹤0.01% 576

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Legacy Investment Solutions's SPTL Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2025: 79 shares worth $2.1K. The stake represents ﹤0.01% of the portfolio and ranks #508 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SPTL as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SPTL in Q3 2024 and has held it in 3 quarters since. The position peaked at $2.11K in Q4 2024. 438 funds tracked by Wall St. Rank hold SPTL as of Q2 2025.

  • Legacy Investment Solutions held 79 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $2.1K as of Q2 2025.
  • State Street SPDR Portfolio Long Term Treasury ETF was a new Legacy Investment Solutions position in Q2 2025.
  • State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #508 holding.
  • Legacy Investment Solutions first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $2.11K in Q4 2024.
  • 438 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.