Vise Technologies’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Vise Technologies’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	$1.7M	Sell	64,881 -2,812	-4%	-$73.3K	0.02%	594
2026 Q1	$1.79M	Hold	67,693	–	–	0.04%	403
2025 Q4	$1.79M	Buy	+67,693	New	+$1.83M	0.04%	404
2024 Q4	$684K	Buy	+26,109	New	+$715K	0.06%	343

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

Vise Technologies's SPTL Position: Q2 2026 in Review

Vise Technologies reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 4.2% in Q2 2026, selling an estimated $73.3K and leaving 64,881 shares worth $1.7M. The position accounts for 0.02% of the portfolio, ranked #594.

Vise Technologies first reported a position in SPTL in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.79M in Q1 2026. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Vise Technologies held 64,881 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.7M as of Q2 2026.
Vise Technologies sold 2,812 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $73.3K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.02% of Vise Technologies's portfolio in Q2 2026, its #594 holding.
Vise Technologies first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2024 and has held it in 4 quarters since.
Vise Technologies's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.79M in Q1 2026.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.