SPL
SPTL icon

Superior Planning, LLC’s State Street SPDR Portfolio Long Term Treasury Index ETF SPTL Stock Holding History

Superior Planning, LLC’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
Q3 		$9.16K Buy
+384
New +$9.7K ﹤0.01% 958

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Superior Planning, LLC's SPTL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in State Street SPDR Portfolio Long Term Treasury Index ETF (SPTL) in Q3 2026: 384 shares worth $9.16K. The stake represents ﹤0.01% of the portfolio and ranks #958 among its holdings.

379 funds tracked by Wall St. Rank hold SPTL as of Q3 2026.

  • Superior Planning, LLC held 384 shares of State Street SPDR Portfolio Long Term Treasury Index ETF worth $9.16K as of Q3 2026.
  • State Street SPDR Portfolio Long Term Treasury Index ETF was a new Superior Planning, LLC position in Q3 2026.
  • State Street SPDR Portfolio Long Term Treasury Index ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #958 holding.
  • 379 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury Index ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.