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Advisornet Financial’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Advisornet Financial’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 		$1.76K Hold
67
– – ﹤0.01% 1940
2026
Q1 		$1.76K Buy
+67
New +$1.78K ﹤0.01% 1933
2025
Q3 		– Sell
-1,756
Closed -$46.7K – 2330
2025
Q2 		$46.7K Hold
1,756
– – ﹤0.01% 1017
2025
Q1 		$47.9K Buy
1,756
+218
+14% +$5.81K ﹤0.01% 950
2024
Q4 		$40.3K Sell
1,538
-170
-10% -$4.66K ﹤0.01% 940
2024
Q3 		$49.7K Hold
1,708
– – ﹤0.01% 908
2024
Q2 		$46.5K Buy
1,708
+834
+95% +$22.5K ﹤0.01% 841
2024
Q1 		$24.4K Hold
874
– – ﹤0.01% 1019
2023
Q4 		$25.4K Hold
874
– – ﹤0.01% 1013
2023
Q3 		$22.9K Buy
874
+168
+24% +$4.73K ﹤0.01% 995
2023
Q2 		$21.1K Buy
706
+124
+21% +$3.75K ﹤0.01% 1072
2023
Q1 		$18K Sell
582
-358
-38% -$10.9K ﹤0.01% 1112
2022
Q4 		$27.3K Sell
940
-46
-5% -$1.35K ﹤0.01% 955
2022
Q3 		$29K Buy
986
+314
+47% +$10.2K ﹤0.01% 1000
2022
Q2 		$22K Sell
672
-359
-35% -$12.2K ﹤0.01% 1100
2022
Q1 		$39K Sell
1,031
-788
-43% -$31K ﹤0.01% 1043
2021
Q4 		$77K Sell
1,819
-142
-7% -$5.96K ﹤0.01% 887
2021
Q3 		$81K Sell
1,961
-18
-0.9% -$764 0.01% 860
2021
Q2 		$82K Sell
1,979
-114
-5% -$4.56K 0.01% 839
2021
Q1 		$82K Sell
2,093
-5,405
-72% -$225K 0.01% 809
2020
Q4 		$338K Sell
7,498
-72,094
-91% -$3.28M 0.03% 406
2020
Q3 		$3.72M Sell
79,592
-59,340
-43% -$2.81M 0.32% 65
2020
Q2 		$6.52M Sell
138,932
-4,690
-3% -$221K 0.53% 40
2020
Q1 		$6.79M Buy
143,622
+12,498
+10% +$534K 0.63% 35
2019
Q4 		$5.1M Buy
131,124
+6,688
+5% +$267K 0.43% 53
2019
Q3 		$5.11M Buy
124,436
+2,829
+2% +$113K 0.47% 47
2019
Q2 		$4.64M Buy
121,607
+90,300
+288% +$3.3M 0.51% 41
2019
Q1 		$1.14M Buy
31,307
+28,166
+897% +$987K 0.14% 159
2018
Q4 		$110K Sell
3,141
-772
-20% -$25.8K 0.02% 496
2018
Q3 		$132K Buy
3,913
+470
+14% +$16.2K 0.02% 498
2018
Q2 		$121K Buy
3,443
+277
+9% +$9.54K 0.02% 481
2018
Q1 		$111K Buy
+3,166
New +$110K 0.02% 506

Other funds holding SPTL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MPW
MA Private Wealth San Carlos, California $671M AUM 23.37% 1-Year Est. Return

Advisornet Financial's SPTL Position: Q2 2026 in Review

Advisornet Financial held its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) position steady in Q2 2026 at 67 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1940.

Advisornet Financial first reported a position in SPTL in Q1 2018 and has held it in 32 quarters since. The position peaked at $6.79M in Q1 2020. 282 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Advisornet Financial held 67 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.76K as of Q2 2026.
  • Advisornet Financial left its State Street SPDR Portfolio Long Term Treasury ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1940 holding.
  • Advisornet Financial first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2018 and has held it in 32 quarters since.
  • Advisornet Financial's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $6.79M in Q1 2020.
  • 282 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.