Robertson Stephens Wealth Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Robertson Stephens Wealth 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	$1.93M	Sell	73,415 -12,217	-14%	-$319K	0.05%	223
2026 Q1	$2.25M	Sell	85,632 -165,428	-66%	-$4.41M	0.06%	198
2025 Q4	$6.65M	Sell	251,060 -30,938	-11%	-$835K	0.17%	103
2025 Q3	$7.6M	Sell	281,998 -53,884	-16%	-$1.42M	0.23%	80
2025 Q2	$8.93M	Buy	335,882 +171,507	+104%	+$4.5M	0.28%	68
2025 Q1	$4.48M	Buy	164,375 +8,714	+6%	+$232K	0.15%	112
2024 Q4	$4.08M	Sell	155,661 -389,319	-71%	-$10.7M	0.14%	130
2024 Q3	$15.8M	Buy	+544,980	New	+$15.5M	0.57%	40

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

Robertson Stephens Wealth Management's SPTL Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 14% in Q2 2026, selling an estimated $319K and leaving 73,415 shares worth $1.93M. The position accounts for 0.05% of the portfolio, ranked #223.

Robertson Stephens Wealth Management first reported a position in SPTL in Q3 2024 and has held it in 8 quarters since. The position peaked at $15.8M in Q3 2024. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Robertson Stephens Wealth Management held 73,415 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.93M as of Q2 2026.
Robertson Stephens Wealth Management sold 12,217 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $319K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.05% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #223 holding.
Robertson Stephens Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
Robertson Stephens Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $15.8M in Q3 2024.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.