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Advocacy Wealth Management Services’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Advocacy Wealth Management Services’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 		$42.4M Sell
1,614,833
-2,363,992
-59% -$61.6M 1.54% 20
2026
Q1 		$105M Buy
3,978,825
+151,156
+4% +$4.03M 4.63% 3
2025
Q4 		$101M Sell
3,827,669
-103,716
-3% -$2.8M 4.24% 4
2025
Q3 		$106M Buy
3,931,385
+284,204
+8% +$7.5M 4.6% 4
2025
Q2 		$96.9M Buy
3,647,181
+900,067
+33% +$23.6M 5.95% 2
2025
Q1 		$74.9M Buy
2,747,114
+273,070
+11% +$7.28M 5.1% 5
2024
Q4 		$64.8M Buy
2,474,044
+2,153
+0.1% +$59K 4.93% 7
2024
Q3 		$71.9M Buy
2,471,891
+284,199
+13% +$8.11M 5.64% 4
2024
Q2 		$59.5M Buy
2,187,692
+412,859
+23% +$11.1M 4.91% 5
2024
Q1 		$49.6M Buy
1,774,833
+399,025
+29% +$11.1M 4.26% 5
2023
Q4 		$39.9M Buy
+1,375,808
New +$36.6M 3.79% 10

Other funds holding SPTL

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
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
MPW
MA Private Wealth San Carlos, California $671M AUM 23.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

Advocacy Wealth Management Services's SPTL Position: Q2 2026 in Review

Advocacy Wealth Management Services reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 59% in Q2 2026, selling an estimated $61.6M and leaving 1,614,833 shares worth $42.4M. The position accounts for 1.54% of the portfolio, ranked #20.

Advocacy Wealth Management Services first reported a position in SPTL in Q4 2023 and has held it in 11 quarters since. The position peaked at $106M in Q3 2025. 203 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Advocacy Wealth Management Services held 1,614,833 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $42.4M as of Q2 2026.
  • Advocacy Wealth Management Services sold 2,363,992 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $61.6M.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 1.54% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #20 holding.
  • Advocacy Wealth Management Services first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • Advocacy Wealth Management Services's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $106M in Q3 2025.
  • 203 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.