SBI Securities’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

SBI Securities’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	$424K	Sell	16,149 -530	-3%	-$13.8K	0.01%	462
2026 Q1	$439K	Buy	16,679 +305	+2%	+$8.13K	0.01%	434
2025 Q4	$433K	Buy	16,374 +120	+0.7%	+$3.24K	0.01%	422
2025 Q3	$438K	Buy	16,254 +1,349	+9%	+$35.6K	0.01%	426
2025 Q2	$396K	Buy	14,905 +1,106	+8%	+$29K	0.01%	409
2025 Q1	$376K	Sell	13,799 -2,945	-18%	-$78.5K	0.01%	391
2024 Q4	$439K	Buy	+16,744	New	+$459K	0.01%	370

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

SBI Securities's SPTL Position: Q2 2026 in Review

SBI Securities reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 3.2% in Q2 2026, selling an estimated $13.8K and leaving 16,149 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #462.

SBI Securities first reported a position in SPTL in Q4 2024 and has held it in 7 quarters since. The position peaked at $439K in Q1 2026. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

SBI Securities held 16,149 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $424K as of Q2 2026.
SBI Securities sold 530 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $13.8K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.01% of SBI Securities's portfolio in Q2 2026, its #462 holding.
SBI Securities first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
SBI Securities's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $439K in Q1 2026.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.