Leuthold Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Leuthold Group’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 Q1	–	Sell	-46,817	Closed	-$1.23M	–	233
2024 Q4	$1.23M	Buy	46,817 +721	+2%	+$19.7K	0.15%	140
2024 Q3	$1.34M	Sell	46,096 -182	-0.4%	-$5.19K	0.15%	128
2024 Q2	$1.26M	Sell	46,278 -1,138	-2%	-$30.7K	0.15%	131
2024 Q1	$1.32M	Sell	47,416 -518	-1%	-$14.4K	0.15%	130
2023 Q4	$1.39M	Buy	+47,934	New	+$1.28M	0.17%	120

Other funds holding SPTL

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Leuthold Group's SPTL Position: Q1 2025 in Review

Leuthold Group sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2025, closing a stake of 46,817 shares — an estimated $1.23M sold.

Leuthold Group first reported a position in SPTL in Q4 2023 and held it in 5 quarters. The position peaked at $1.39M in Q4 2023. 470 funds tracked by Wall St. Rank hold SPTL as of Q1 2025.

Leuthold Group reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Leuthold Group sold 46,817 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2025, an estimated $1.23M.
Leuthold Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2023 and held it in 5 quarters.
Leuthold Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.39M in Q4 2023.
470 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2025.

Based on Leuthold Group's 13F filing for Q1 2025, filed 13 May 2025.