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Axxcess Wealth Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Axxcess Wealth Management’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 		$5.81M Buy
221,553
+17,186
+8% +$448K 0.09% 197
2026
Q1 		$5.37M Sell
204,367
-58,990
-22% -$1.57M 0.17% 109
2025
Q4 		$6.97M Buy
263,357
+165,749
+170% +$4.47M 0.12% 167
2025
Q3 		$2.63M Buy
97,608
+62,486
+178% +$1.65M 0.06% 260
2025
Q2 		$934K Buy
35,122
+23,612
+205% +$620K 0.02% 445
2025
Q1 		$314K Buy
+11,510
New +$307K 0.01% 671
2024
Q3 		– Sell
-39,198
Closed -$1.07M – 943
2024
Q2 		$1.07M Buy
+39,198
New +$1.06M 0.03% 366
2024
Q1 		– Sell
-15,741
Closed -$457K – 923
2023
Q4 		$457K Sell
15,741
-692
-4% -$18.4K 0.01% 540
2023
Q3 		$430K Sell
16,433
-2,747
-14% -$77.3K 0.01% 511
2023
Q2 		$573K Sell
19,180
-12,215
-39% -$369K 0.04% 323
2023
Q1 		$969K Sell
31,395
-5,233
-14% -$159K 0.07% 237
2022
Q4 		$1.06M Sell
36,628
-5,444
-13% -$159K 0.09% 215
2022
Q3 		$1.25M Sell
42,072
-5,003
-11% -$162K 0.12% 164
2022
Q2 		$1.56M Sell
47,075
-79,857
-63% -$2.7M 0.14% 138
2022
Q1 		$4.8M Sell
126,932
-7,791
-6% -$307K 0.38% 60
2021
Q4 		$5.68M Buy
+134,723
New +$5.66M 0.41% 51

Other funds holding SPTL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MPW
MA Private Wealth San Carlos, California $671M AUM 23.37% 1-Year Est. Return

Axxcess Wealth Management's SPTL Position: Q2 2026 in Review

Axxcess Wealth Management increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 8.4% in Q2 2026, buying an estimated $448K and bringing the position to 221,553 shares worth $5.81M. The position accounts for 0.09% of the portfolio, ranked #197.

Axxcess Wealth Management first reported a position in SPTL in Q4 2021 and has held it in 16 quarters since. The position peaked at $6.97M in Q4 2025. 242 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Axxcess Wealth Management held 221,553 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $5.81M as of Q2 2026.
  • Axxcess Wealth Management bought 17,186 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $448K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.09% of Axxcess Wealth Management's portfolio in Q2 2026, its #197 holding.
  • Axxcess Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2021 and has held it in 16 quarters since.
  • Axxcess Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $6.97M in Q4 2025.
  • 242 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.