Stone House Investment Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Stone House Investment Management’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	-56	Closed	-$1.48K	–	1149
2025 Q4	$1.48K	Buy	+56	New	+$1.51K	﹤0.01%	587
2020 Q1	–	Sell	-6,014	Closed	-$234K	–	39
2019 Q4	$234K	Sell	6,014 -587	-9%	-$23.5K	0.17%	25
2019 Q3	$271K	Buy	+6,601	New	+$264K	0.14%	40

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

Stone House Investment Management's SPTL Position: Q1 2026 in Review

Stone House Investment Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2026, closing a stake of 56 shares — an estimated $1.48K sold.

Stone House Investment Management first reported a position in SPTL in Q3 2019 and held it in 3 quarters. The position peaked at $271K in Q3 2019. 482 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

Stone House Investment Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Stone House Investment Management sold 56 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $1.48K.
Stone House Investment Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2019 and held it in 3 quarters.
Stone House Investment Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $271K in Q3 2019.
482 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.