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Purpose Unlimited Inc’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Purpose Unlimited Inc’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 		$118K Hold
4,500
– – ﹤0.01% 279
2025
Q4 		$119K Buy
+4,500
New +$121K 0.01% 209

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 $49.2B AUM 14.31% 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 $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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Purpose Unlimited Inc's SPTL Position: Q1 2026 in Review

Purpose Unlimited Inc held its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) position steady in Q1 2026 at 4,500 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Purpose Unlimited Inc first reported a position in SPTL in Q4 2025 and has held it in 2 quarters since. The position peaked at $119K in Q4 2025. 481 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

  • Purpose Unlimited Inc held 4,500 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $118K as of Q1 2026.
  • Purpose Unlimited Inc left its State Street SPDR Portfolio Long Term Treasury ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Purpose Unlimited Inc's portfolio in Q1 2026, its #279 holding.
  • Purpose Unlimited Inc first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • Purpose Unlimited Inc's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $119K in Q4 2025.
  • 481 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.