TIM
SPTL icon

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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return