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 Q2	$991K	Buy	37,766 +4,079	+12%	+$106K	0.56%	38
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 $3.37T AUM 44.26% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Richardson Financial Services's SPTL Position: Q2 2026 in Review

Richardson Financial Services increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 12% in Q2 2026, buying an estimated $106K and bringing the position to 37,766 shares worth $991K. The position accounts for 0.56% of the portfolio, ranked #38.

Richardson Financial Services first reported a position in SPTL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.11M in Q4 2025. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Richardson Financial Services held 37,766 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $991K as of Q2 2026.
Richardson Financial Services bought 4,079 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $106K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.56% of Richardson Financial Services's portfolio in Q2 2026, its #38 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 11 quarters since.
Richardson Financial Services's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.11M in Q4 2025.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.