Safe Harbor Fiduciary’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Safe Harbor Fiduciary’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	–	Sell	-636	Closed	-$16.8K	–	177
2025 Q4	$16.8K	Buy	+636	New	+$17.2K	0.01%	131
2025 Q2	$14.4K	Buy	542 +99	+22%	+$2.6K	0.01%	138
2025 Q1	$12.1K	Sell	443 -14	-3%	-$373	0.01%	137
2024 Q4	$12K	Buy	457 +2	+0.4%	+$55	0.01%	127
2024 Q3	$13.2K	Buy	+455	New	+$13K	0.01%	128

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Safe Harbor Fiduciary's SPTL Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2026, closing a stake of 636 shares — an estimated $16.8K sold.

Safe Harbor Fiduciary first reported a position in SPTL in Q3 2024 and held it in 5 quarters. The position peaked at $16.8K in Q4 2025. 482 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

Safe Harbor Fiduciary reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Safe Harbor Fiduciary sold 636 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $16.8K.
Safe Harbor Fiduciary first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2024 and held it in 5 quarters.
Safe Harbor Fiduciary's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $16.8K in Q4 2025.
482 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.