RCM
SPTL icon

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

Raleigh 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
Q2 		$3.08M Buy
117,473
+59,840
+104% +$1.56M 0.98% 18
2026
Q1 		$1.52M Sell
57,633
-62,806
-52% -$1.67M 0.52% 57
2025
Q4 		$3.19M Buy
120,439
+119,924
+23,286% +$3.24M 1.16% 14
2025
Q3 		$13.9K Sell
515
-23,214
-98% -$613K 0.01% 344
2025
Q2 		$631K Buy
23,729
+3,594
+18% +$94.3K 0.26% 102
2025
Q1 		$549K Buy
20,135
+19,010
+1,690% +$507K 0.25% 109
2024
Q4 		$29.5K Sell
1,125
-16,467
-94% -$451K 0.01% 392
2024
Q3 		$511K Sell
17,592
-25,576
-59% -$730K 0.2% 123
2024
Q2 		$1.18M Buy
43,168
+42,515
+6,511% +$1.15M 0.5% 63
2024
Q1 		$18.3K Sell
653
-16,875
-96% -$471K 0.01% 437
2023
Q4 		$509K Buy
17,528
+303
+2% +$8.07K 0.24% 106
2023
Q3 		$450K Sell
17,225
-1,694
-9% -$47.7K 0.23% 99
2023
Q2 		$566K Sell
18,919
-6,259
-25% -$189K 0.28% 101
2023
Q1 		$778K Sell
25,178
-130
-0.5% -$3.95K 0.38% 84
2022
Q4 		$735K Sell
25,308
-13,108
-34% -$384K 0.38% 80
2022
Q3 		$1.14M Sell
38,416
-13,704
-26% -$445K 0.67% 49
2022
Q2 		$1.72M Sell
52,120
-2,640
-5% -$89.4K 0.98% 27
2022
Q1 		$2.07M Buy
54,760
+14,602
+36% +$575K 1.12% 16
2021
Q4 		$1.69M Buy
+40,158
New +$1.69M 1.74% 14

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

Raleigh Capital Management's SPTL Position: Q2 2026 in Review

Raleigh Capital Management increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 104% in Q2 2026, buying an estimated $1.56M and bringing the position to 117,473 shares worth $3.08M. The position accounts for 0.98% of the portfolio, ranked #18.

Raleigh Capital Management first reported a position in SPTL in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.19M in Q4 2025. 479 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Raleigh Capital Management held 117,473 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $3.08M as of Q2 2026.
  • Raleigh Capital Management bought 59,840 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $1.56M.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.98% of Raleigh Capital Management's portfolio in Q2 2026, its #18 holding.
  • Raleigh Capital Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2021 and has held it in 19 quarters since.
  • Raleigh Capital Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $3.19M in Q4 2025.
  • 479 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.