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Running Point Capital Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Running Point Capital Advisors’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
2025
Q4 		$150K Sell
5,662
-344
-6% -$9.28K 0.04% 130
2025
Q3 		$162K Sell
6,006
-5,019
-46% -$133K 0.04% 131
2025
Q2 		$293K Buy
11,025
+1,592
+17% +$41.8K 0.08% 103
2025
Q1 		$257K Buy
9,433
+801
+9% +$21.3K 0.08% 103
2024
Q4 		$226K Buy
+8,632
New +$236K 0.08% 98

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Running Point Capital Advisors's SPTL Position: Q4 2025 in Review

Running Point Capital Advisors reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 5.7% in Q4 2025, selling an estimated $9.28K and leaving 5,662 shares worth $150K. The position accounts for 0.04% of the portfolio, ranked #130.

Running Point Capital Advisors first reported a position in SPTL in Q4 2024 and has held it in 5 quarters since. The position peaked at $293K in Q2 2025. 480 funds tracked by Wall St. Rank hold SPTL as of Q4 2025.

  • Running Point Capital Advisors held 5,662 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $150K as of Q4 2025.
  • Running Point Capital Advisors sold 344 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2025, an estimated $9.28K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.04% of Running Point Capital Advisors's portfolio in Q4 2025, its #130 holding.
  • Running Point Capital Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2024 and has held it in 5 quarters since.
  • Running Point Capital Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $293K in Q2 2025.
  • 480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.