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Whittier Trust’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Whittier Trust’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
2025
Q4 		– Sell
-556
Closed -$15K – 1421
2025
Q3 		$15K Buy
+556
New +$14.7K ﹤0.01% 1055

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Whittier Trust's SPTL Position: Q4 2025 in Review

Whittier Trust sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2025, closing a stake of 556 shares — an estimated $15K sold.

Whittier Trust first reported a position in SPTL in Q3 2025 and held it in 1 quarter. The position peaked at $15K in Q3 2025. 480 funds tracked by Wall St. Rank hold SPTL as of Q4 2025.

  • Whittier Trust reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Whittier Trust sold 556 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2025, an estimated $15K.
  • Whittier Trust first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2025 and held it in 1 quarter.
  • Whittier Trust's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $15K in Q3 2025.
  • 480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2025.

Based on Whittier Trust's 13F filing for Q4 2025, filed 26 Jan 2026.