Balboa Wealth Partners’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Balboa Wealth Partners’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	$360K	Buy	13,712 +2,508	+22%	+$65.4K	0.05%	300
2026 Q1	$295K	Sell	11,204 -14,448	-56%	-$385K	0.05%	314
2025 Q4	$679K	Buy	+25,652	New	+$692K	0.11%	149
2024 Q3	–	Sell	-13,582	Closed	-$370K	–	370
2024 Q2	$370K	Buy	+13,582	New	+$367K	0.1%	161
2023 Q2	–	Sell	-7,626	Closed	-$235K	–	338
2023 Q1	$235K	Sell	7,626 -1,729	-18%	-$52.5K	0.09%	196
2022 Q4	$272K	Buy	9,355 +1,849	+25%	+$54.1K	0.12%	170
2022 Q3	$222K	Buy	+7,506	New	+$244K	0.1%	182

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

Balboa Wealth Partners's SPTL Position: Q2 2026 in Review

Balboa Wealth Partners increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 22% in Q2 2026, buying an estimated $65.4K and bringing the position to 13,712 shares worth $360K. The position accounts for 0.05% of the portfolio, ranked #300.

Balboa Wealth Partners first reported a position in SPTL in Q3 2022 and has held it in 7 quarters since. The position peaked at $679K in Q4 2025. 481 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Balboa Wealth Partners held 13,712 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $360K as of Q2 2026.
Balboa Wealth Partners bought 2,508 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $65.4K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.05% of Balboa Wealth Partners's portfolio in Q2 2026, its #300 holding.
Balboa Wealth Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2022 and has held it in 7 quarters since.
Balboa Wealth Partners's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $679K in Q4 2025.
481 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.