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

Arkadios 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	$1.79M	Buy	68,267 +27,127	+66%	+$707K	0.03%	575
2026 Q1	$1.08M	Buy	+41,140	New	+$1.1M	0.02%	752
2023 Q4	–	Sell	-30,483	Closed	-$797K	–	762
2023 Q3	$797K	Buy	30,483 +12,268	+67%	+$345K	0.08%	247
2023 Q2	$545K	Buy	+18,215	New	+$550K	0.06%	278
2021 Q4	–	Sell	-825	Closed	-$34K	–	1616
2021 Q3	$34K	Hold	825	–	–	﹤0.01%	1024
2021 Q2	$34K	Buy	+825	New	+$33K	﹤0.01%	1075

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

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

Arkadios Wealth Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 66% in Q2 2026, buying an estimated $707K and bringing the position to 68,267 shares worth $1.79M. The position accounts for 0.03% of the portfolio, ranked #575.

Arkadios Wealth Advisors first reported a position in SPTL in Q2 2021 and has held it in 6 quarters since. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Arkadios Wealth Advisors held 68,267 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.79M as of Q2 2026.
Arkadios Wealth Advisors bought 27,127 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $707K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #575 holding.
Arkadios Wealth Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2021 and has held it in 6 quarters since.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.