SMF
SPTL icon

Scott Marsh Financial’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Scott Marsh Financial’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
Q2 		$865K Buy
+32,527
New +$854K 0.32% 100

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Scott Marsh Financial's SPTL Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2025: 32,527 shares worth $865K. The stake represents 0.32% of the portfolio and ranks #100 among its holdings.

438 funds tracked by Wall St. Rank hold SPTL as of Q2 2025.

  • Scott Marsh Financial held 32,527 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $865K as of Q2 2025.
  • State Street SPDR Portfolio Long Term Treasury ETF was a new Scott Marsh Financial position in Q2 2025.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.32% of Scott Marsh Financial's portfolio in Q2 2025, its #100 holding.
  • 438 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.