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

Mission Financial 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 		$223K Buy
+8,468
New +$226K 0.21% 131
2021
Q4 		$219K Buy
+8,276
New +$348K 0.2% 130

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mission Financial Group's SPTL Position: Q1 2025 in Review

Mission Financial Group opened a new position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2025: 8,468 shares worth $223K. The stake represents 0.21% of the portfolio and ranks #131 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in SPTL as recently as Q4 2021.

Mission Financial Group first reported a position in SPTL in Q4 2021 and has held it in 2 quarters since. 469 funds tracked by Wall St. Rank hold SPTL as of Q1 2025.

  • Mission Financial Group held 8,468 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $223K as of Q1 2025.
  • State Street SPDR Portfolio Long Term Treasury ETF was a new Mission Financial Group position in Q1 2025.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.21% of Mission Financial Group's portfolio in Q1 2025, its #131 holding.
  • Mission Financial Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2021 and has held it in 2 quarters since.
  • 469 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2025.

Based on Mission Financial Group's 13F filing for Q1 2025, filed 12 May 2026.