Morrissey Wealth Management
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Morrissey Wealth Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Morrissey Wealth Management’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 		$8.43M Buy
+354,771
New +$9.25M 5.3% 10

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
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 22.9% 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 $59.5B AUM 15.92% 1-Year Est. Return

Morrissey Wealth Management's SPTL Position: Q2 2026 in Review

Morrissey Wealth Management opened a new position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026: 354,771 shares worth $8.43M. The stake represents 5.3% of the portfolio and ranks #10 among its holdings.

485 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Morrissey Wealth Management held 354,771 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $8.43M as of Q2 2026.
  • State Street SPDR Portfolio Long Term Treasury ETF was a new Morrissey Wealth Management position in Q2 2026.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 5.3% of Morrissey Wealth Management's portfolio in Q2 2026, its #10 holding.
  • 485 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Morrissey Wealth Management's 13F filing for Q2 2026, filed 5 Oct 2026.