Permanent Capital Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Permanent Capital 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 Q1	$7.33M	Buy	281,994 +2,796	+1%	+$74.5K	1.14%	13
2025 Q4	$7.39M	Buy	279,198 +9,545	+4%	+$258K	1.44%	11
2025 Q3	$7.27M	Buy	+269,653	New	+$7.12M	1.36%	13
2025 Q1	$9.81M	Buy	359,981 +2,326	+0.7%	+$62K	2.81%	11
2024 Q4	$9.37M	Buy	+357,655	New	+$9.8M	2.9%	9
2024 Q2	$7.09M	Buy	+266,864	New	+$7.2M	1.48%	12

Other funds holding SPTL

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $424B AUM 22.96% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Permanent Capital Management's SPTL Position: Q1 2026 in Review

Permanent Capital Management increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 1% in Q1 2026, buying an estimated $74.5K and bringing the position to 281,994 shares worth $7.33M. The position accounts for 1.14% of the portfolio, ranked #13.

Permanent Capital Management first reported a position in SPTL in Q2 2024 and has held it in 6 quarters since. The position peaked at $9.81M in Q1 2025. 481 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

Permanent Capital Management held 281,994 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $7.33M as of Q1 2026.
Permanent Capital Management bought 2,796 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $74.5K.
State Street SPDR Portfolio Long Term Treasury ETF made up 1.14% of Permanent Capital Management's portfolio in Q1 2026, its #13 holding.
Permanent Capital Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2024 and has held it in 6 quarters since.
Permanent Capital Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $9.81M in Q1 2025.
481 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on Permanent Capital Management's 13F filing for Q1 2026, filed 14 May 2026.