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Action Point Financial Planning’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Action Point Financial Planning’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 		$396K Buy
+15,100
New +$394K 0.04% 302

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

Action Point Financial Planning's SPTL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026: 15,100 shares worth $396K. The stake represents 0.04% of the portfolio and ranks #302 among its holdings.

473 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Action Point Financial Planning held 15,100 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $396K as of Q2 2026.
  • State Street SPDR Portfolio Long Term Treasury ETF was a new Action Point Financial Planning position in Q2 2026.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.04% of Action Point Financial Planning's portfolio in Q2 2026, its #302 holding.
  • 473 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.