Norden Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Norden Group’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	$635K	Buy	24,222 +1,827	+8%	+$47.6K	0.05%	305
2026 Q1	$589K	Buy	22,395 +396	+2%	+$10.6K	0.06%	294
2025 Q4	$582K	Sell	21,999 -871	-4%	-$23.5K	0.06%	310
2025 Q3	$616K	Buy	22,870 +7,011	+44%	+$185K	0.06%	294
2025 Q2	$422K	Buy	15,859 +717	+5%	+$18.8K	0.05%	381
2025 Q1	$413K	Sell	15,142 -2,792	-16%	-$74.4K	0.05%	348
2024 Q4	$470K	Sell	17,934 -4,969	-22%	-$136K	0.05%	331
2024 Q3	$666K	Sell	22,903 -1,225	-5%	-$34.9K	0.08%	272
2024 Q2	$657K	Buy	24,128 +3,172	+15%	+$85.6K	0.13%	167
2024 Q1	$586K	Buy	+20,956	New	+$585K	0.12%	196

Other funds holding SPTL

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Norden Group's SPTL Position: Q2 2026 in Review

Norden Group increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 8.2% in Q2 2026, buying an estimated $47.6K and bringing the position to 24,222 shares worth $635K. The position accounts for 0.05% of the portfolio, ranked #305.

Norden Group first reported a position in SPTL in Q1 2024 and has held it in 10 quarters since. The position peaked at $666K in Q3 2024. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Norden Group held 24,222 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $635K as of Q2 2026.
Norden Group bought 1,827 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $47.6K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.05% of Norden Group's portfolio in Q2 2026, its #305 holding.
Norden Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
Norden Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $666K in Q3 2024.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.