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

Portside Wealth 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 		$5.21M Buy
198,701
+13,928
+8% +$363K 0.61% 34
2026
Q1 		$4.86M Buy
184,773
+10,198
+6% +$272K 0.66% 30
2025
Q4 		$4.62M Buy
174,575
+13,283
+8% +$358K 0.62% 35
2025
Q3 		$4.35M Buy
161,292
+53,370
+49% +$1.41M 0.6% 33
2025
Q2 		$2.87M Buy
107,922
+3,004
+3% +$78.8K 0.42% 58
2025
Q1 		$2.86M Buy
104,918
+3,994
+4% +$106K 0.47% 60
2024
Q4 		$2.64M Sell
100,924
-32,753
-25% -$897K 0.44% 57
2024
Q3 		$3.89M Buy
133,677
+13,056
+11% +$372K 0.66% 39
2024
Q2 		$3.28M Buy
120,621
+41,663
+53% +$1.12M 0.63% 40
2024
Q1 		$2.21M Sell
78,958
-5,315
-6% -$148K 0.41% 70
2023
Q4 		$2.45M Buy
84,273
+8,697
+12% +$232K 0.46% 62
2023
Q3 		$1.97M Buy
75,576
+1,746
+2% +$49.1K 0.37% 72
2023
Q2 		$2.21M Buy
+73,830
New +$2.23M 0.41% 62

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

Portside Wealth Group's SPTL Position: Q2 2026 in Review

Portside Wealth Group increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 7.5% in Q2 2026, buying an estimated $363K and bringing the position to 198,701 shares worth $5.21M. The position accounts for 0.61% of the portfolio, ranked #34.

Portside Wealth Group first reported a position in SPTL in Q2 2023 and has held it in 13 quarters since. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Portside Wealth Group held 198,701 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $5.21M as of Q2 2026.
  • Portside Wealth Group bought 13,928 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $363K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.61% of Portside Wealth Group's portfolio in Q2 2026, its #34 holding.
  • Portside Wealth Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.