Auour Investments’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Auour Investments’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	$785K	Buy	29,930 +1,220	+4%	+$31.8K	0.23%	46
2026 Q1	$755K	Sell	28,710 -17	-0.1%	-$453	0.24%	47
2025 Q4	$760K	Sell	28,727 -6,818	-19%	-$184K	0.24%	48
2025 Q3	$958K	Sell	35,545 -294	-0.8%	-$7.76K	0.31%	43
2025 Q2	$953K	Buy	35,839 +70	+0.2%	+$1.84K	0.33%	42
2025 Q1	$962K	Buy	35,769 +10,931	+44%	+$291K	0.35%	40
2024 Q4	$654K	Buy	24,838 +5,947	+31%	+$163K	0.23%	47
2024 Q3	$517K	Buy	18,891 +2,563	+16%	+$73.1K	0.18%	51
2024 Q2	$444K	Sell	16,328 -230	-1%	-$6.21K	0.17%	57
2024 Q1	$463K	Buy	16,558 +584	+4%	+$16.3K	0.17%	58
2023 Q4	$443K	Sell	15,974 -224	-1%	-$5.96K	0.17%	54
2023 Q3	$412K	Buy	16,198 +1,438	+10%	+$40.5K	0.17%	57
2023 Q2	$441K	Buy	+14,760	New	+$446K	0.19%	54

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

Auour Investments's SPTL Position: Q2 2026 in Review

Auour Investments increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 4.2% in Q2 2026, buying an estimated $31.8K and bringing the position to 29,930 shares worth $785K. The position accounts for 0.23% of the portfolio, ranked #46.

Auour Investments first reported a position in SPTL in Q2 2023 and has held it in 13 quarters since. The position peaked at $962K in Q1 2025. 481 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Auour Investments held 29,930 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $785K as of Q2 2026.
Auour Investments bought 1,220 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $31.8K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.23% of Auour Investments's portfolio in Q2 2026, its #46 holding.
Auour Investments first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
Auour Investments's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $962K in Q1 2025.
481 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Auour Investments's 13F filing for Q2 2026, filed 21 Jul 2026.