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
Q2 		$330K Sell
12,593
-3,727
-23% -$97.2K ﹤0.01% 1711
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 $3.37T AUM 44.26% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Lido Advisors's SPTL Position: Q2 2026 in Review

Lido Advisors reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 23% in Q2 2026, selling an estimated $97.2K and leaving 12,593 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

Lido Advisors first reported a position in SPTL in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.63M in Q4 2025. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Lido Advisors held 12,593 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $330K as of Q2 2026.
  • Lido Advisors sold 3,727 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $97.2K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1711 holding.
  • Lido Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2022 and has held it in 17 quarters since.
  • Lido Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $2.63M in Q4 2025.
  • 480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.