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Avantax Planning Partners’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Avantax Planning Partners’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 		$119M Buy
4,547,125
+232,863
+5% +$6.07M 2.97% 8
2026
Q1 		$113M Buy
4,314,262
+123,156
+3% +$3.28M 3.12% 8
2025
Q4 		$111M Buy
4,191,106
+162,742
+4% +$4.39M 3.1% 7
2025
Q3 		$109M Buy
4,028,364
+190,390
+5% +$5.03M 3.11% 7
2025
Q2 		$102M Buy
3,837,974
+120,795
+3% +$3.17M 3.24% 6
2025
Q1 		$101M Buy
3,717,179
+106,873
+3% +$2.85M 3.59% 6
2024
Q4 		$94.6M Buy
3,610,306
+63,123
+2% +$1.73M 3.41% 6
2024
Q3 		$103M Sell
3,547,183
-72,481
-2% -$2.07M 3.7% 6
2024
Q2 		$98.5M Buy
+3,619,664
New +$97.7M 3.17% 6

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Avantax Planning Partners's SPTL Position: Q2 2026 in Review

Avantax Planning Partners increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 5.4% in Q2 2026, buying an estimated $6.07M and bringing the position to 4,547,125 shares worth $119M. The position accounts for 2.97% of the portfolio, ranked #8.

Avantax Planning Partners first reported a position in SPTL in Q2 2024 and has held it in 9 quarters since. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Avantax Planning Partners held 4,547,125 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $119M as of Q2 2026.
  • Avantax Planning Partners bought 232,863 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $6.07M.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 2.97% of Avantax Planning Partners's portfolio in Q2 2026, its #8 holding.
  • Avantax Planning Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.