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

NewEdge 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 		$15.9M Buy
602,936
+111,261
+23% +$2.96M 0.06% 325
2025
Q4 		$13M Buy
491,675
+143,142
+41% +$3.86M 0.05% 352
2025
Q3 		$9.39M Sell
348,533
-56,994
-14% -$1.5M 0.04% 414
2025
Q2 		$10.8M Sell
405,527
-43,379
-10% -$1.14M 0.06% 350
2025
Q1 		$12.2M Sell
448,906
-399,413
-47% -$10.6M 0.07% 275
2024
Q4 		$22.2M Buy
848,319
+60,989
+8% +$1.67M 0.13% 158
2024
Q3 		$22.9M Buy
787,330
+14,863
+2% +$424K 0.15% 149
2024
Q2 		$21M Buy
772,467
+592,976
+330% +$16M 0.15% 135
2024
Q1 		$5.01M Buy
179,491
+78,931
+78% +$2.2M 0.04% 392
2023
Q4 		$2.89M Sell
100,560
-116,610
-54% -$3.11M 0.03% 532
2023
Q3 		$5.68M Buy
217,170
+49,145
+29% +$1.38M 0.06% 300
2023
Q2 		$5.02M Buy
168,025
+155,474
+1,239% +$4.7M 0.06% 317
2023
Q1 		$388K Sell
12,551
-957
-7% -$29.1K ﹤0.01% 1230
2022
Q4 		$37.1K Sell
13,508
-213
-2% -$6.24K ﹤0.01% 1850
2022
Q3 		$407K Buy
13,721
+906
+7% +$29.4K 0.01% 1064
2022
Q2 		$424K Buy
+12,815
New +$434K 0.01% 1060
2022
Q1 		– Sell
-9,528
Closed -$402K – 1579
2021
Q4 		$402K Buy
+9,528
New +$400K 0.01% 1180
2021
Q3 		– Sell
-31,496
Closed -$1.3M – 1219
2021
Q2 		$1.3M Buy
+31,496
New +$1.26M 0.03% 414
2021
Q1 		– Sell
-24,643
Closed -$1.11M – 1106
2020
Q4 		$1.11M Buy
24,643
+13,311
+117% +$605K 0.04% 395
2020
Q3 		$530K Buy
11,332
+1,906
+20% +$90.4K 0.02% 558
2020
Q2 		$442K Buy
+9,426
New +$444K 0.02% 571
2020
Q1 		– Sell
-108,036
Closed -$4.2M – 892
2019
Q4 		$4.2M Buy
+108,036
New +$4.32M 0.17% 140

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Financial Engines Advisors
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NewEdge Advisors's SPTL Position: Q1 2026 in Review

NewEdge Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 23% in Q1 2026, buying an estimated $2.96M and bringing the position to 602,936 shares worth $15.9M. The position accounts for 0.06% of the portfolio, ranked #325.

NewEdge Advisors first reported a position in SPTL in Q4 2019 and has held it in 22 quarters since. The position peaked at $22.9M in Q3 2024. 481 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

  • NewEdge Advisors held 602,936 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $15.9M as of Q1 2026.
  • NewEdge Advisors bought 111,261 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $2.96M.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.06% of NewEdge Advisors's portfolio in Q1 2026, its #325 holding.
  • NewEdge Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2019 and has held it in 22 quarters since.
  • NewEdge Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $22.9M 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 NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.