Lido Advisors
SPTL icon

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

Lido 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
2026
Q1 		$429K Sell
16,320
-81,163
-83% -$2.16M ﹤0.01% 1385
2025
Q4 		$2.63M Buy
97,483
+797
+0.8% +$21.5K 0.01% 636
2025
Q3 		$2.61M Buy
96,686
+79,237
+454% +$2.09M 0.01% 612
2025
Q2 		$464K Sell
17,449
-1,533
-8% -$40.2K ﹤0.01% 1133
2025
Q1 		$517K Buy
18,982
+220
+1% +$5.86K ﹤0.01% 1016
2024
Q4 		$491K Buy
18,762
+7,286
+63% +$200K ﹤0.01% 1011
2024
Q3 		$334K Buy
11,476
+740
+7% +$21.1K ﹤0.01% 1111
2024
Q2 		$292K Sell
10,736
-338
-3% -$9.12K ﹤0.01% 1138
2024
Q1 		$309K Sell
11,074
-12,692
-53% -$354K ﹤0.01% 1086
2023
Q4 		$690K Sell
23,766
-36,758
-61% -$979K ﹤0.01% 740
2023
Q3 		$1.58M Sell
60,524
-12,442
-17% -$350K 0.01% 427
2023
Q2 		$2.18M Buy
72,966
+15,357
+27% +$464K 0.02% 353
2023
Q1 		$1.78M Sell
57,609
-966
-2% -$29.3K 0.02% 363
2022
Q4 		$1.7M Buy
58,575
+30,443
+108% +$891K 0.02% 317
2022
Q3 		$833K Sell
28,132
-9,363
-25% -$304K 0.01% 412
2022
Q2 		$1.24M Buy
+37,495
New +$1.27M 0.02% 301

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lido Advisors's SPTL Position: Q1 2026 in Review

Lido Advisors reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 83% in Q1 2026, selling an estimated $2.16M and leaving 16,320 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Lido Advisors first reported a position in SPTL in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.63M in Q4 2025. 481 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

  • Lido Advisors held 16,320 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $429K as of Q1 2026.
  • Lido Advisors sold 81,163 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $2.16M.
  • State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1385 holding.
  • Lido Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2022 and has held it in 16 quarters since.
  • Lido Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $2.63M in Q4 2025.
  • 481 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.