WSFS
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Wilmington Savings Fund Society’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Wilmington Savings Fund Society’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
Q1 		$500K Hold
19,000
– – 0.01% 417
2025
Q4 		$503K Buy
+19,000
New +$513K 0.01% 420
2025
Q3 		– Sell
-194
Closed -$5.16K – 1969
2025
Q2 		$5.16K Hold
194
– – ﹤0.01% 1758
2025
Q1 		$5.29K Buy
+194
New +$5.17K ﹤0.01% 1771
2024
Q4 		– Sell
-223
Closed -$6.48K – 2153
2024
Q3 		$6.48K Buy
+223
New +$6.36K ﹤0.01% 1733

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return