World Investment Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

World Investment Advisors’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	$10.4M	Buy	393,632 +2,717	+0.7%	+$70.8K	0.17%	135
2026 Q1	$10.3M	Buy	390,915 +18,307	+5%	+$488K	0.17%	140
2025 Q4	$9.86M	Buy	372,608 +42,833	+13%	+$1.16M	0.16%	151
2025 Q3	$8.89M	Sell	329,775 -89,849	-21%	-$2.37M	0.18%	127
2025 Q2	$11.2M	Sell	419,624 -22,645	-5%	-$594K	0.25%	86
2025 Q1	$12.1M	Buy	442,269 +386,978	+700%	+$10.3M	0.31%	68
2024 Q4	$1.45M	Buy	55,291 +1,402	+3%	+$38.4K	0.04%	396
2024 Q3	$1.57M	Buy	53,889 +20,047	+59%	+$572K	0.05%	341
2024 Q2	$921K	Buy	+33,842	New	+$914K	0.06%	287

Other funds holding SPTL

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 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

World Investment Advisors's SPTL Position: Q2 2026 in Review

World Investment Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 0.7% in Q2 2026, buying an estimated $70.8K and bringing the position to 393,632 shares worth $10.4M. The position accounts for 0.17% of the portfolio, ranked #135.

World Investment Advisors first reported a position in SPTL in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.1M in Q1 2025. 483 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

World Investment Advisors held 393,632 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $10.4M as of Q2 2026.
World Investment Advisors bought 2,717 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $70.8K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.17% of World Investment Advisors's portfolio in Q2 2026, its #135 holding.
World Investment Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
World Investment Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $12.1M in Q1 2025.
483 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.