Richardson Financial Services’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Richardson Financial Services’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	$886K	Sell	33,687 -8,438	-20%	-$225K	0.55%	39
2025 Q4	$1.11M	Buy	42,125 +19,714	+88%	+$532K	0.36%	27
2025 Q3	$604K	Sell	22,411 -5,349	-19%	-$141K	0.37%	68
2025 Q2	$736K	Buy	27,760 +1,566	+6%	+$41.1K	0.49%	53
2025 Q1	$714K	Buy	26,194 +5,803	+28%	+$155K	0.54%	43
2024 Q4	$536K	Sell	20,391 -16,184	-44%	-$443K	0.38%	73
2024 Q3	$997K	Buy	36,575 +963	+3%	+$27.5K	0.63%	39
2024 Q2	$969K	Buy	35,612 +12,446	+54%	+$336K	0.7%	35
2024 Q1	$647K	Sell	23,166 -168	-0.7%	-$4.69K	0.46%	61
2023 Q4	$677K	Buy	+23,334	New	+$621K	0.59%	49

Other funds holding SPTL

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Richardson Financial Services's SPTL Position: Q1 2026 in Review

Richardson Financial Services reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 20% in Q1 2026, selling an estimated $225K and leaving 33,687 shares worth $886K. The position accounts for 0.55% of the portfolio, ranked #39.

Richardson Financial Services first reported a position in SPTL in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.11M in Q4 2025. 481 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

Richardson Financial Services held 33,687 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $886K as of Q1 2026.
Richardson Financial Services sold 8,438 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $225K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.55% of Richardson Financial Services's portfolio in Q1 2026, its #39 holding.
Richardson Financial Services first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.11M 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 Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.