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Alliance Wealth Advisors (Utah)’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$494K Sell
18,826
-6,484
-26% -$169K 0.09% 134
2026
Q1 		$666K Sell
25,310
-7,916
-24% -$211K 0.14% 103
2025
Q4 		$880K Sell
33,226
-5,354
-14% -$144K 0.19% 113
2025
Q3 		$1.04M Buy
38,580
+17,187
+80% +$454K 0.24% 115
2025
Q2 		$569K Buy
21,393
+947
+5% +$24.9K 0.14% 149
2025
Q1 		$557K Buy
20,446
+513
+3% +$13.7K 0.15% 152
2024
Q4 		$522K Sell
19,933
-8,962
-31% -$245K 0.13% 155
2024
Q3 		$840K Buy
28,895
+64
+0.2% +$1.83K 0.22% 111
2024
Q2 		$785K Buy
28,831
+5,059
+21% +$137K 0.23% 105
2024
Q1 		$664K Buy
23,772
+1,177
+5% +$32.8K 0.2% 114
2023
Q4 		$656K Buy
22,595
+2,220
+11% +$59.1K 0.22% 106
2023
Q3 		$533K Buy
20,375
+1,339
+7% +$37.7K 0.2% 110
2023
Q2 		$569K Sell
19,036
-164
-0.9% -$4.95K 0.21% 109
2023
Q1 		$593K Sell
19,200
-331
-2% -$10.1K 0.24% 101
2022
Q4 		$567K Buy
+19,531
New +$572K 0.25% 96

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 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

Alliance Wealth Advisors (Utah)'s SPTL Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 26% in Q2 2026, selling an estimated $169K and leaving 18,826 shares worth $494K. The position accounts for 0.09% of the portfolio, ranked #134.

Alliance Wealth Advisors (Utah) first reported a position in SPTL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.04M in Q3 2025. 483 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 18,826 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $494K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 6,484 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $169K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.09% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #134 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.04M in Q3 2025.
  • 483 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.