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

Studio 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 Q2	$641K	Buy	24,425 +4,066	+20%	+$106K	0.11%	112
2026 Q1	$535K	Buy	20,359 +790	+4%	+$21K	0.1%	118
2025 Q4	$518K	Buy	19,569 +404	+2%	+$10.9K	0.09%	120
2025 Q3	$516K	Buy	19,165 +949	+5%	+$25.1K	0.1%	118
2025 Q2	$484K	Buy	+18,216	New	+$478K	0.1%	122

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

Studio Investment Management's SPTL Position: Q2 2026 in Review

Studio Investment Management increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 20% in Q2 2026, buying an estimated $106K and bringing the position to 24,425 shares worth $641K. The position accounts for 0.11% of the portfolio, ranked #112.

Studio Investment Management first reported a position in SPTL in Q2 2025 and has held it in 5 quarters since. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Studio Investment Management held 24,425 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $641K as of Q2 2026.
Studio Investment Management bought 4,066 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $106K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.11% of Studio Investment Management's portfolio in Q2 2026, its #112 holding.
Studio Investment Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.