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 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

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

Baker Tilly Wealth Management's SPTL Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 3.4% in Q2 2026, selling an estimated $8.42K and leaving 9,215 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #248.

Baker Tilly Wealth Management first reported a position in SPTL in Q4 2022 and has held it in 14 quarters since. The position peaked at $711K in Q4 2023. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Baker Tilly Wealth Management held 9,215 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $242K as of Q2 2026.
Baker Tilly Wealth Management sold 323 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $8.42K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.05% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #248 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 14 quarters since.
Baker Tilly Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $711K in Q4 2023.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.