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Money Design’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Money Design’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 		$3.24M Sell
121,799
-29,706
-20% -$780K 0.15% 49
2025
Q1 		$4.13M Buy
151,505
+116,099
+328% +$3.09M 0.21% 46
2024
Q4 		$930K Buy
+35,406
New +$970K 0.05% 76
2022
Q4 		– Sell
-117,450
Closed -$3.48M – 88
2022
Q3 		$3.48M Sell
117,450
-212,276
-64% -$6.89M 0.25% 69
2022
Q2 		$10.9M Sell
329,726
-24,600
-7% -$833K 0.82% 40
2022
Q1 		$13.4M Sell
354,326
-44,954
-11% -$1.77M 0.91% 35
2021
Q4 		$16.8M Sell
399,280
-64,219
-14% -$2.7M 1.14% 34
2021
Q3 		$19.1M Sell
463,499
-4,781
-1% -$203K 1.58% 27
2021
Q2 		$19.3M Buy
468,280
+1,638
+0.4% +$65.5K 2% 22
2021
Q1 		$18.2M Buy
466,642
+340,293
+269% +$14.1M 2.12% 19
2020
Q4 		$5.69M Buy
126,349
+46,504
+58% +$2.11M 0.65% 35
2020
Q3 		$3.73M Buy
79,845
+28,880
+57% +$1.37M 0.45% 39
2020
Q2 		$2.39M Buy
50,965
+31,912
+167% +$1.5M 0.34% 44
2020
Q1 		$900K Buy
19,053
+8,447
+80% +$361K 0.16% 43
2019
Q4 		$417K Buy
10,606
+294
+3% +$11.8K 0.07% 47
2019
Q3 		$423K Sell
10,312
-6,544
-39% -$261K 0.09% 46
2019
Q2 		$643K Sell
16,856
-88,232
-84% -$3.23M 0.15% 40
2019
Q1 		$3.82M Buy
105,088
+104,810
+37,701% +$3.67M 1.02% 29
2018
Q4 		$10K Buy
+278
New +$9.28K ﹤0.01% 43

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 $11.5B AUM 18.82% 1-Year Est. Return

Money Design's SPTL Position: Q2 2025 in Review

Money Design reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 20% in Q2 2025, selling an estimated $780K and leaving 121,799 shares worth $3.24M. The position accounts for 0.15% of the portfolio, ranked #49.

Money Design first reported a position in SPTL in Q4 2018 and has held it in 19 quarters since. The position peaked at $19.3M in Q2 2021. 438 funds tracked by Wall St. Rank hold SPTL as of Q2 2025.

  • Money Design held 121,799 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $3.24M as of Q2 2025.
  • Money Design sold 29,706 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2025, an estimated $780K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.15% of Money Design's portfolio in Q2 2025, its #49 holding.
  • Money Design first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2018 and has held it in 19 quarters since.
  • Money Design's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $19.3M in Q2 2021.
  • 438 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.