True Vision MN’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

True Vision MN’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	$746K	Buy	28,364 +1,770	+7%	+$47.2K	0.38%	46
2025 Q4	$704K	Buy	26,594 +7,544	+40%	+$204K	0.36%	61
2025 Q3	$513K	Sell	19,050 -5,000	-21%	-$132K	0.27%	74
2025 Q2	$639K	Sell	24,050 -1,355	-5%	-$35.6K	0.35%	59
2025 Q1	$693K	Buy	25,405 +2,364	+10%	+$63K	0.41%	47
2024 Q4	$603K	Sell	23,041 -1,042	-4%	-$28.5K	0.36%	55
2024 Q3	$700K	Buy	24,083 +714	+3%	+$20.4K	0.42%	43
2024 Q2	$636K	Sell	23,369 -238	-1%	-$6.42K	0.41%	40
2024 Q1	$618K	Sell	23,607 -306	-1%	-$8.54K	0.44%	38
2023 Q4	$694K	Buy	+23,913	New	+$637K	0.56%	32

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

True Vision MN's SPTL Position: Q1 2026 in Review

True Vision MN increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 6.7% in Q1 2026, buying an estimated $47.2K and bringing the position to 28,364 shares worth $746K. The position accounts for 0.38% of the portfolio, ranked #46.

True Vision MN first reported a position in SPTL in Q4 2023 and has held it in 10 quarters since. 484 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

True Vision MN held 28,364 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $746K as of Q1 2026.
True Vision MN bought 1,770 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $47.2K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.38% of True Vision MN's portfolio in Q1 2026, its #46 holding.
True Vision MN first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
484 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on True Vision MN's 13F filing for Q1 2026, filed 16 Apr 2026.