Atomi Financial Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Atomi Financial Group’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	$533K	Sell	20,335 -9,279	-31%	-$242K	0.01%	739
2026 Q1	$779K	Buy	29,614 +8,717	+42%	+$232K	0.02%	525
2025 Q4	$553K	Sell	20,897 -2,110	-9%	-$56.9K	0.02%	641
2025 Q3	$620K	Sell	23,007 -7,355	-24%	-$194K	0.02%	559
2025 Q2	$807K	Sell	30,362 -3,728	-11%	-$97.8K	0.03%	410
2025 Q1	$929K	Buy	34,090 +20,624	+153%	+$550K	0.04%	328
2024 Q4	$353K	Sell	13,466 -22,375	-62%	-$613K	0.02%	640
2024 Q3	$1.04M	Buy	+35,841	New	+$1.02M	0.07%	241
2023 Q4	–	Sell	-10,552	Closed	-$276K	–	624
2023 Q3	$276K	Buy	+10,552	New	+$297K	0.09%	254

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

Atomi Financial Group's SPTL Position: Q2 2026 in Review

Atomi Financial Group reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 31% in Q2 2026, selling an estimated $242K and leaving 20,335 shares worth $533K. The position accounts for 0.01% of the portfolio, ranked #739.

Atomi Financial Group first reported a position in SPTL in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.04M in Q3 2024. 481 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Atomi Financial Group held 20,335 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $533K as of Q2 2026.
Atomi Financial Group sold 9,279 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $242K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #739 holding.
Atomi Financial Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2023 and has held it in 9 quarters since.
Atomi Financial Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.04M in Q3 2024.
481 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.