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Walsh & Associates’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Walsh & Associates’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 		– Sell
-133
Closed -$3.5K – 295
2026
Q1 		$3.5K Buy
+133
New +$3.54K ﹤0.01% 204

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Walsh & Associates's SPTL Position: Q2 2026 in Review

Walsh & Associates sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026, closing a stake of 133 shares — an estimated $3.5K sold.

Walsh & Associates first reported a position in SPTL in Q1 2026 and held it in 1 quarter. The position peaked at $3.5K in Q1 2026. 473 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Walsh & Associates reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Walsh & Associates sold 133 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $3.5K.
  • Walsh & Associates first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Walsh & Associates's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $3.5K in Q1 2026.
  • 473 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.