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Wellington-Altus USA’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Wellington-Altus USA’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 		$81.5K Buy
3,099
+2,450
+378% +$63.9K 0.06% 240
2026
Q1 		$17K Sell
649
-16,672
-96% -$444K 0.01% 550
2025
Q4 		$458K Buy
+17,321
New +$467K 0.34% 66

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

Wellington-Altus USA's SPTL Position: Q2 2026 in Review

Wellington-Altus USA increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 378% in Q2 2026, buying an estimated $63.9K and bringing the position to 3,099 shares worth $81.5K. The position accounts for 0.06% of the portfolio, ranked #240.

Wellington-Altus USA first reported a position in SPTL in Q4 2025 and has held it in 3 quarters since. The position peaked at $458K in Q4 2025. 481 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Wellington-Altus USA held 3,099 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $81.5K as of Q2 2026.
  • Wellington-Altus USA bought 2,450 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $63.9K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.06% of Wellington-Altus USA's portfolio in Q2 2026, its #240 holding.
  • Wellington-Altus USA first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $458K in Q4 2025.
  • 481 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.