Atlas Legacy Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Atlas Legacy 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	$4.73M	Buy	180,147 +2,210	+1%	+$57.6K	0.7%	36
2026 Q1	$4.68M	Buy	177,937 +18,319	+11%	+$488K	0.85%	31
2025 Q4	$4.23M	Buy	159,618 +6,458	+4%	+$174K	0.74%	35
2025 Q3	$4.13M	Buy	153,160 +14,886	+11%	+$393K	0.8%	34
2025 Q2	$3.68M	Buy	138,274 +7,944	+6%	+$208K	0.81%	34
2025 Q1	$3.51M	Buy	+130,330	New	+$3.47M	0.89%	27

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

Atlas Legacy Advisors's SPTL Position: Q2 2026 in Review

Atlas Legacy Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 1.2% in Q2 2026, buying an estimated $57.6K and bringing the position to 180,147 shares worth $4.73M. The position accounts for 0.7% of the portfolio, ranked #36.

Atlas Legacy Advisors first reported a position in SPTL in Q1 2025 and has held it in 6 quarters since. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Atlas Legacy Advisors held 180,147 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $4.73M as of Q2 2026.
Atlas Legacy Advisors bought 2,210 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $57.6K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.7% of Atlas Legacy Advisors's portfolio in Q2 2026, its #36 holding.
Atlas Legacy Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2025 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 Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.