B. Riley Wealth Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

B. Riley Wealth Advisors’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	$1.15M	Buy	43,544 +4,403	+11%	+$115K	0.06%	284
2026 Q1	$1.03M	Buy	39,141 +1,407	+4%	+$37.5K	0.07%	284
2025 Q4	$999K	Buy	37,734 +1,684	+5%	+$45.4K	0.05%	345
2025 Q3	$972K	Buy	36,050 +9,341	+35%	+$247K	0.04%	348
2025 Q2	$710K	Buy	+26,709	New	+$701K	0.03%	425
2024 Q4	$2M	Sell	76,181 -1,725	-2%	-$47.2K	0.07%	282
2024 Q3	$2.25M	Buy	77,906 +9,200	+13%	+$262K	0.06%	294
2024 Q2	$1.87M	Buy	+68,706	New	+$1.85M	0.05%	360
2024 Q1	–	Sell	-20,409	Closed	-$592K	–	1508
2023 Q4	$592K	Buy	+20,409	New	+$544K	0.02%	731
2019 Q3	–	Sell	-26,133	Closed	-$998K	–	851
2019 Q2	$998K	Buy	+26,133	New	+$955K	0.11%	203

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

B. Riley Wealth Advisors's SPTL Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 11% in Q2 2026, buying an estimated $115K and bringing the position to 43,544 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #284.

B. Riley Wealth Advisors first reported a position in SPTL in Q2 2019 and has held it in 10 quarters since. The position peaked at $2.25M in Q3 2024. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

B. Riley Wealth Advisors held 43,544 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.15M as of Q2 2026.
B. Riley Wealth Advisors bought 4,403 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $115K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.06% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #284 holding.
B. Riley Wealth Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2019 and has held it in 10 quarters since.
B. Riley Wealth Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $2.25M in Q3 2024.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.