Aptus Capital Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Aptus Capital Advisors’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	$631K	Buy	24,040 +1,462	+6%	+$38.1K	﹤0.01%	727
2026 Q1	$594K	Sell	22,578 -18,840	-45%	-$502K	﹤0.01%	674
2025 Q4	$1.1M	Buy	41,418 +93	+0.2%	+$2.51K	0.01%	561
2025 Q3	$1.11M	Sell	41,325 -462	-1%	-$12.2K	0.01%	540
2025 Q2	$1.11M	Sell	41,787 -1,924	-4%	-$50.5K	0.01%	514
2025 Q1	$1.19M	Sell	43,711 -47,717	-52%	-$1.27M	0.01%	475
2024 Q4	$2.39M	Sell	91,428 -3,390	-4%	-$92.9K	0.03%	368
2024 Q3	$2.76M	Sell	94,818 -55,078	-37%	-$1.57M	0.04%	284
2024 Q2	$4.08M	Sell	149,896 -162,519	-52%	-$4.39M	0.07%	208
2024 Q1	$8.73M	Buy	312,415 +311,802	+50,865%	+$8.7M	0.16%	123
2023 Q4	$17.8K	Sell	613 -2,471	-80%	-$65.8K	﹤0.01%	754
2023 Q3	$80.6K	Buy	3,084 +3,039	+6,753%	+$85.5K	﹤0.01%	641
2023 Q2	$1.35K	Hold	45	–	–	﹤0.01%	774
2023 Q1	$1.39K	Hold	45	–	–	﹤0.01%	766
2022 Q4	$1.31K	Hold	45	–	–	﹤0.01%	767
2022 Q3	$1K	Hold	45	–	–	﹤0.01%	760
2022 Q2	$1K	Hold	45	–	–	﹤0.01%	655
2022 Q1	$2K	Hold	45	–	–	﹤0.01%	664
2021 Q4	$2K	Hold	45	–	–	﹤0.01%	541
2021 Q3	$2K	Sell	45 -44	-49%	-$1.87K	﹤0.01%	519
2021 Q2	$4K	Hold	89	–	–	﹤0.01%	531
2021 Q1	$3K	Hold	89	–	–	﹤0.01%	497
2020 Q4	$4K	Hold	89	–	–	﹤0.01%	443
2020 Q3	$4K	Hold	89	–	–	﹤0.01%	441
2020 Q2	$4K	Hold	89	–	–	﹤0.01%	390
2020 Q1	$4K	Hold	89	–	–	﹤0.01%	385
2019 Q4	$3K	Buy	+89	New	+$3.56K	﹤0.01%	484

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

Aptus Capital Advisors's SPTL Position: Q2 2026 in Review

Aptus Capital Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 6.5% in Q2 2026, buying an estimated $38.1K and bringing the position to 24,040 shares worth $631K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Aptus Capital Advisors first reported a position in SPTL in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.73M in Q1 2024. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Aptus Capital Advisors held 24,040 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $631K as of Q2 2026.
Aptus Capital Advisors bought 1,462 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $38.1K.
State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #727 holding.
Aptus Capital Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2019 and has held it in 27 quarters since.
Aptus Capital Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $8.73M in Q1 2024.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.