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

Mutual 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	$5.23M	Sell	198,923 -140,929	-41%	-$3.75M	0.11%	181
2025 Q4	$9M	Sell	339,852 -46,972	-12%	-$1.27M	0.19%	107
2025 Q3	$10.6M	Buy	386,824 +17,132	+5%	+$452K	0.23%	80
2025 Q2	$9.65M	Buy	369,692 +41,927	+13%	+$1.1M	0.24%	78
2025 Q1	$8.75M	Buy	327,765 +14,275	+5%	+$380K	0.25%	75
2024 Q4	$8.17M	Sell	313,490 -151,657	-33%	-$4.15M	0.24%	78
2024 Q3	$12.8M	Buy	465,147 +7,030	+2%	+$201K	0.37%	40
2024 Q2	$12.7M	Buy	458,117 +47,242	+11%	+$1.28M	0.38%	39
2024 Q1	$11.5M	Sell	410,875 -9,960	-2%	-$278K	0.37%	42
2023 Q4	$12.2M	Buy	420,835 +396,631	+1,639%	+$10.6M	0.42%	35
2023 Q3	$633K	Sell	24,204 -2,042	-8%	-$57.5K	0.02%	551
2023 Q2	$785K	Sell	26,246 -12,780	-33%	-$386K	0.03%	507
2023 Q1	$1.21M	Sell	39,026 -483	-1%	-$14.7K	0.05%	375
2022 Q4	$1.15M	Sell	39,509 -255	-0.6%	-$7.47K	0.05%	378
2022 Q3	$1.18M	Buy	39,764 +6,540	+20%	+$212K	0.06%	328
2022 Q2	$1.1M	Buy	33,224 +139	+0.4%	+$4.71K	0.07%	310
2022 Q1	$1.25M	Buy	33,085 +7,296	+28%	+$287K	0.07%	308
2021 Q4	$1.09M	Buy	25,789 +3,545	+16%	+$149K	0.06%	358
2021 Q3	$918K	Buy	22,244 +697	+3%	+$29.6K	0.05%	378
2021 Q2	$890K	Buy	21,547 +912	+4%	+$36.5K	0.05%	379
2021 Q1	$804K	Buy	20,635 +8,143	+65%	+$339K	0.06%	375
2020 Q4	$564K	Buy	12,492 +2,562	+26%	+$116K	0.04%	437
2020 Q3	$464K	Sell	9,930 -4,584	-32%	-$217K	0.04%	438
2020 Q2	$681K	Sell	14,514 -4,132	-22%	-$195K	0.07%	298
2020 Q1	$881K	Sell	18,646 -2,506	-12%	-$107K	0.12%	192
2019 Q4	$822K	Buy	21,152 +2,051	+11%	+$82K	0.09%	257
2019 Q3	$784K	Sell	19,101 -49,204	-72%	-$1.96M	0.1%	237
2019 Q2	$2.61M	Buy	68,305 +5,052	+8%	+$185K	0.34%	62
2019 Q1	$2.3M	Buy	63,253 +51,193	+424%	+$1.79M	0.34%	66
2018 Q4	$423K	Buy	+12,060	New	+$403K	0.08%	260

Other funds holding SPTL

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mutual Advisors's SPTL Position: Q1 2026 in Review

Mutual Advisors reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 41% in Q1 2026, selling an estimated $3.75M and leaving 198,923 shares worth $5.23M. The position accounts for 0.11% of the portfolio, ranked #181.

Mutual Advisors first reported a position in SPTL in Q4 2018 and has held it in 30 quarters since. The position peaked at $12.8M in Q3 2024. 481 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

Mutual Advisors held 198,923 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $5.23M as of Q1 2026.
Mutual Advisors sold 140,929 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $3.75M.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.11% of Mutual Advisors's portfolio in Q1 2026, its #181 holding.
Mutual Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2018 and has held it in 30 quarters since.
Mutual Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $12.8M in Q3 2024.
481 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.