Arete Wealth Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Arete Wealth 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	$1.44M	Buy	54,814 +8,076	+17%	+$211K	0.1%	195
2026 Q1	$1.23M	Sell	46,738 -8,362	-15%	-$223K	0.09%	202
2025 Q4	$1.46M	Buy	55,100 +6,686	+14%	+$180K	0.1%	201
2025 Q3	$1.3M	Buy	48,414 +16,370	+51%	+$432K	0.08%	232
2025 Q2	$852K	Sell	32,044 -32,518	-50%	-$853K	0.06%	286
2025 Q1	$1.76M	Buy	64,562 +23,284	+56%	+$621K	0.13%	161
2024 Q4	$1.08M	Sell	41,278 -18,715	-31%	-$513K	0.08%	241
2024 Q3	$1.74M	Buy	59,993 +11,444	+24%	+$326K	0.15%	142
2024 Q2	$1.33M	Sell	48,549 -417	-0.9%	-$11.3K	0.11%	184
2024 Q1	$1.37M	Buy	48,966 +384	+0.8%	+$10.7K	0.13%	173
2023 Q4	$1.41M	Buy	48,582 +39,287	+423%	+$1.05M	0.11%	188
2023 Q3	$243K	Sell	9,295 -31,199	-77%	-$878K	0.04%	394
2023 Q2	$1.21M	Buy	40,494 +20,686	+104%	+$625K	0.11%	181
2023 Q1	$612K	Buy	19,808 +5,958	+43%	+$181K	0.05%	297
2022 Q4	$402K	Sell	13,850 -16,785	-55%	-$491K	0.04%	372
2022 Q3	$908K	Sell	30,635 -66,974	-69%	-$2.18M	0.09%	195
2022 Q2	$3.24M	Sell	97,609 -189	-0.2%	-$6.4K	0.33%	65
2022 Q1	$3.7M	Buy	97,798 +4,524	+5%	+$178K	0.31%	69
2021 Q4	$3.84M	Buy	93,274 +2,084	+2%	+$87.5K	0.33%	63
2021 Q3	$3.77M	Sell	91,190 -1,428	-2%	-$60.6K	0.42%	53
2021 Q2	$3.78M	Sell	92,618 -3,525	-4%	-$141K	0.53%	43
2021 Q1	$3.75M	Buy	96,143 +8,862	+10%	+$368K	0.48%	48
2020 Q4	$3.94M	Sell	87,281 -196	-0.2%	-$8.91K	0.56%	42
2020 Q3	$4.07M	Buy	87,477 +6,389	+8%	+$303K	0.61%	35
2020 Q2	$3.8M	Sell	81,088 -26,656	-25%	-$1.26M	0.66%	32
2020 Q1	$5.1M	Buy	107,744 +57,360	+114%	+$2.45M	1%	19
2019 Q4	$1.96M	Buy	+50,384	New	+$2.01M	0.34%	73

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

Arete Wealth Advisors's SPTL Position: Q2 2026 in Review

Arete Wealth Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 17% in Q2 2026, buying an estimated $211K and bringing the position to 54,814 shares worth $1.44M. The position accounts for 0.1% of the portfolio, ranked #195.

Arete Wealth Advisors first reported a position in SPTL in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.1M in Q1 2020. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Arete Wealth Advisors held 54,814 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.44M as of Q2 2026.
Arete Wealth Advisors bought 8,076 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $211K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.1% of Arete Wealth Advisors's portfolio in Q2 2026, its #195 holding.
Arete Wealth 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.
Arete Wealth Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $5.1M in Q1 2020.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.