SouthState Corp’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

SouthState Corp’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	$78K	Buy	+2,973	New	+$77.5K	﹤0.01%	449
2025 Q3	–	Sell	-119	Closed	-$3.16K	–	1583
2025 Q2	$3.16K	Buy	+119	New	+$3.12K	﹤0.01%	1007
2025 Q1	–	Sell	-401	Closed	-$10.5K	–	1730
2024 Q4	$10.5K	Buy	+401	New	+$11K	﹤0.01%	494

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

SouthState Corp's SPTL Position: Q2 2026 in Review

SouthState Corp opened a new position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026: 2,973 shares worth $78K. The stake represents ﹤0.01% of the portfolio and ranks #449 among its holdings. This is a return to the name: SouthState Corp previously reported a position in SPTL as recently as Q2 2025.

SouthState Corp first reported a position in SPTL in Q4 2024 and has held it in 3 quarters since. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

SouthState Corp held 2,973 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $78K as of Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF was a new SouthState Corp position in Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #449 holding.
SouthState Corp first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2024 and has held it in 3 quarters since.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.