Van Hulzen Asset Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Van Hulzen Asset 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	$208K	Sell	7,924 -1,500	-16%	-$39.1K	0.01%	373
2026 Q1	$248K	Sell	9,424 -725	-7%	-$19.3K	0.02%	319
2025 Q4	$269K	Sell	10,149 -451	-4%	-$12.2K	0.02%	281
2025 Q3	$286K	Buy	+10,600	New	+$280K	0.02%	274
2025 Q1	–	Sell	-2,990	Closed	-$78.3K	–	994
2024 Q4	$78.3K	Buy	+2,990	New	+$81.9K	0.01%	439
2022 Q3	–	Sell	-10,655	Closed	-$352K	–	303
2022 Q2	$352K	Buy	10,655 +1,055	+11%	+$35.7K	0.04%	203
2022 Q1	$363K	Buy	+9,600	New	+$378K	0.04%	210
2021 Q3	–	Sell	-5,400	Closed	-$223K	–	292
2021 Q2	$223K	Sell	5,400 -1,400	-21%	-$56K	0.03%	238
2021 Q1	$265K	Buy	+6,800	New	+$283K	0.04%	209

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

Van Hulzen Asset Management's SPTL Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 16% in Q2 2026, selling an estimated $39.1K and leaving 7,924 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #373.

Van Hulzen Asset Management first reported a position in SPTL in Q1 2021 and has held it in 9 quarters since. The position peaked at $363K in Q1 2022. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Van Hulzen Asset Management held 7,924 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $208K as of Q2 2026.
Van Hulzen Asset Management sold 1,500 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $39.1K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.01% of Van Hulzen Asset Management's portfolio in Q2 2026, its #373 holding.
Van Hulzen Asset Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2021 and has held it in 9 quarters since.
Van Hulzen Asset Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $363K in Q1 2022.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.