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

Tortoise 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	$1.81M	Buy	69,051 +2,899	+4%	+$75.6K	0.14%	105
2026 Q1	$1.74M	Sell	66,152 -2,230	-3%	-$59.4K	0.14%	99
2025 Q4	$1.81M	Buy	68,382 +350	+0.5%	+$9.44K	0.16%	96
2025 Q3	$1.83M	Sell	68,032 -3,000	-4%	-$79.2K	0.16%	92
2025 Q2	$1.89M	Sell	71,032 -6,713	-9%	-$176K	0.18%	94
2025 Q1	$2.12M	Buy	77,745 +35,660	+85%	+$950K	0.22%	84
2024 Q4	$1.1M	Sell	42,085 -2,637	-6%	-$72.2K	0.12%	111
2024 Q3	$1.3M	Buy	44,722 +1,370	+3%	+$39.1K	0.14%	103
2024 Q2	$1.18M	Buy	43,352 +20,005	+86%	+$540K	0.13%	104
2024 Q1	$652K	Sell	23,347 -1,565	-6%	-$43.7K	0.08%	134
2023 Q4	$723K	Buy	+24,912	New	+$663K	0.1%	126

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

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

Tortoise Investment Management increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 4.4% in Q2 2026, buying an estimated $75.6K and bringing the position to 69,051 shares worth $1.81M. The position accounts for 0.14% of the portfolio, ranked #105.

Tortoise Investment Management first reported a position in SPTL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.12M in Q1 2025. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Tortoise Investment Management held 69,051 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.81M as of Q2 2026.
Tortoise Investment Management bought 2,899 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $75.6K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.14% of Tortoise Investment Management's portfolio in Q2 2026, its #105 holding.
Tortoise Investment Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Tortoise Investment Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $2.12M in Q1 2025.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.