Advisor Resource Council’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Advisor Resource Council’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	$648K	Buy	24,954 +5,389	+28%	+$140K	0.18%	108
2026 Q1	$515K	Buy	19,565 +1,864	+11%	+$49.7K	0.17%	122
2025 Q4	$465K	Buy	+17,701	New	+$478K	0.17%	139
2025 Q2	–	Sell	-215,617	Closed	-$5.71M	–	530
2025 Q1	$5.71M	Buy	+215,617	New	+$5.75M	0.46%	53
2024 Q4	–	Sell	-16,643	Closed	-$484K	–	246
2024 Q3	$484K	Buy	16,643 +5,420	+48%	+$155K	0.22%	124
2024 Q2	$305	Sell	11,223 -12,815	-53%	-$346K	﹤0.01%	56
2024 Q1	$698K	Sell	24,038 -204,166	-89%	-$5.7M	0.29%	84
2023 Q4	$6.62M	Buy	+228,204	New	+$6.08M	0.77%	30
2022 Q3	–	Sell	-23,520	Closed	-$778K	–	452
2022 Q2	$778K	Buy	+23,520	New	+$797K	0.07%	228
2022 Q1	–	Sell	-393,183	Closed	-$16.6M	–	493
2021 Q4	$16.6M	Buy	+393,183	New	+$16.5M	1.29%	15
2021 Q3	–	Sell	-33,691	Closed	-$1.39M	–	453
2021 Q2	$1.39M	Buy	+33,691	New	+$1.35M	0.15%	156

Other funds holding SPTL

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 22.96% 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

Advisor Resource Council's SPTL Position: Q2 2026 in Review

Advisor Resource Council increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 28% in Q2 2026, buying an estimated $140K and bringing the position to 24,954 shares worth $648K. The position accounts for 0.18% of the portfolio, ranked #108.

Advisor Resource Council first reported a position in SPTL in Q2 2021 and has held it in 11 quarters since. The position peaked at $16.6M in Q4 2021. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Advisor Resource Council held 24,954 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $648K as of Q2 2026.
Advisor Resource Council bought 5,389 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $140K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.18% of Advisor Resource Council's portfolio in Q2 2026, its #108 holding.
Advisor Resource Council first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2021 and has held it in 11 quarters since.
Advisor Resource Council's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $16.6M in Q4 2021.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.