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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
Q2 		$6.38M Buy
243,047
+44,124
+22% +$1.15M 0.12% 168
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
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

Mutual Advisors's SPTL Position: Q2 2026 in Review

Mutual Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 22% in Q2 2026, buying an estimated $1.15M and bringing the position to 243,047 shares worth $6.38M. The position accounts for 0.12% of the portfolio, ranked #168.

Mutual Advisors first reported a position in SPTL in Q4 2018 and has held it in 31 quarters since. The position peaked at $12.8M in Q3 2024. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Mutual Advisors held 243,047 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $6.38M as of Q2 2026.
  • Mutual Advisors bought 44,124 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $1.15M.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.12% of Mutual Advisors's portfolio in Q2 2026, its #168 holding.
  • Mutual Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2018 and has held it in 31 quarters since.
  • Mutual Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $12.8M in Q3 2024.
  • 480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.