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

Baker Tilly 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
Q3 		$252K Buy
10,579
+1,364
+15% +$34.3K 0.05% 252
2026
Q2 		$242K Sell
9,215
-323
-3% -$8.42K 0.05% 248
2026
Q1 		$251K Sell
9,538
-1,497
-14% -$39.9K 0.06% 234
2025
Q4 		$292K Buy
11,035
+1,327
+14% +$35.8K 0.07% 225
2025
Q3 		$262K Buy
+9,708
New +$256K 0.06% 237
2025
Q2 		– Sell
-7,632
Closed -$208K – 247
2025
Q1 		$208K Sell
7,632
-634
-8% -$16.9K 0.08% 225
2024
Q4 		$216K Sell
8,266
-6,643
-45% -$182K 0.08% 223
2024
Q3 		$433K Buy
14,909
+101
+0.7% +$2.88K 0.19% 128
2024
Q2 		$403K Buy
14,808
+4,168
+39% +$113K 0.16% 152
2024
Q1 		$297K Sell
10,640
-13,863
-57% -$387K 0.05% 345
2023
Q4 		$711K Buy
24,503
+14,998
+158% +$399K 0.12% 193
2023
Q3 		$249K Sell
9,505
-4,346
-31% -$122K 0.04% 398
2023
Q2 		$414K Buy
13,851
+1,172
+9% +$35.4K 0.04% 384
2023
Q1 		$392K Buy
12,679
+4,253
+50% +$129K 0.04% 395
2022
Q4 		$245K Buy
+8,426
New +$247K 0.03% 477

Other funds holding SPTL

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return
ACM
Appalachian Capital Management St Clairsville, Ohio $139M AUM 11.61% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Baker Tilly Wealth Management's SPTL Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 15% in Q3 2026, buying an estimated $34.3K and bringing the position to 10,579 shares worth $252K. The position accounts for 0.05% of the portfolio, ranked #252.

Baker Tilly Wealth Management first reported a position in SPTL in Q4 2022 and has held it in 15 quarters since. The position peaked at $711K in Q4 2023. 45 funds tracked by Wall St. Rank hold SPTL as of Q3 2026.

  • Baker Tilly Wealth Management held 10,579 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $252K as of Q3 2026.
  • Baker Tilly Wealth Management bought 1,364 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2026, an estimated $34.3K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.05% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #252 holding.
  • Baker Tilly Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • Baker Tilly Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $711K in Q4 2023.
  • 45 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.