Avidian Wealth Enterprises’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Avidian Wealth Enterprises’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 Q3	$7.63M	Buy	319,863 +17,781	+6%	+$447K	0.21%	79
2026 Q2	$7.92M	Buy	302,082 +16,394	+6%	+$427K	0.22%	80
2026 Q1	$7.51M	Buy	285,688 +26,517	+10%	+$706K	0.24%	69
2025 Q4	$6.86M	Buy	259,171 +7,452	+3%	+$201K	0.25%	62
2025 Q3	$6.78M	Buy	251,719 +13,028	+5%	+$344K	0.26%	63
2025 Q2	$6.34M	Buy	238,691 +11,660	+5%	+$306K	0.26%	65
2025 Q1	$6.19M	Sell	227,031 -305,642	-57%	-$8.15M	0.28%	59
2024 Q4	$14M	Buy	532,673 +15,957	+3%	+$437K	0.63%	33
2024 Q3	$15M	Buy	516,716 +10,529	+2%	+$300K	0.68%	30
2024 Q2	$13.8M	Buy	506,187 +10,674	+2%	+$288K	0.57%	32
2024 Q1	$13.8M	Buy	495,513 +28,503	+6%	+$795K	0.67%	28
2023 Q4	$13.6M	Buy	467,010 +34,262	+8%	+$912K	0.83%	26
2023 Q3	$11.3M	Buy	432,748 +28,076	+7%	+$790K	0.8%	28
2023 Q2	$12.1M	Buy	404,672 +132,240	+49%	+$3.99M	0.79%	29
2023 Q1	$8.41M	Buy	272,432 +69,405	+34%	+$2.11M	0.46%	53
2022 Q4	$5.89M	Sell	203,027 -2,861	-1%	-$83.8K	0.38%	56
2022 Q3	$6.1M	Buy	205,888 +52,806	+34%	+$1.71M	0.44%	47
2022 Q2	$5.06M	Buy	153,082 +3,788	+3%	+$128K	0.36%	56
2022 Q1	$5.65M	Buy	+149,294	New	+$5.88M	0.35%	59
2021 Q2	–	Sell	-6,927	Closed	-$270K	–	413
2021 Q1	$270K	Sell	6,927 -183,877	-96%	-$7.64M	0.02%	300
2020 Q4	$8.61M	Buy	190,804 +44,848	+31%	+$2.04M	0.82%	32
2020 Q3	$6.82M	Sell	145,956 -47,673	-25%	-$2.26M	0.77%	32
2020 Q2	$9.08M	Buy	193,629 +182,523	+1,643%	+$8.6M	1.23%	17
2020 Q1	$525K	Buy	+11,106	New	+$475K	0.08%	102

Other funds holding SPTL

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Avidian Wealth Enterprises's SPTL Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 5.9% in Q3 2026, buying an estimated $447K and bringing the position to 319,863 shares worth $7.63M. The position accounts for 0.21% of the portfolio, ranked #79.

Avidian Wealth Enterprises first reported a position in SPTL in Q1 2020 and has held it in 24 quarters since. The position peaked at $15M in Q3 2024. 126 funds tracked by Wall St. Rank hold SPTL as of Q3 2026.

Avidian Wealth Enterprises held 319,863 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $7.63M as of Q3 2026.
Avidian Wealth Enterprises bought 17,781 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2026, an estimated $447K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.21% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #79 holding.
Avidian Wealth Enterprises first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2020 and has held it in 24 quarters since.
Avidian Wealth Enterprises's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $15M in Q3 2024.
126 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.