Balboa Wealth Partners’s State Street SPDR Portfolio Long Term Treasury Index 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 Q3	$354K	Buy	14,828 +1,116	+8%	+$28.1K	0.05%	295
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

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Balboa Wealth Partners's SPTL Position: Q3 2026 in Review

Balboa Wealth Partners increased its State Street SPDR Portfolio Long Term Treasury Index ETF (SPTL) stake by 8.1% in Q3 2026, buying an estimated $28.1K and bringing the position to 14,828 shares worth $354K. The position accounts for 0.05% of the portfolio, ranked #295.

Balboa Wealth Partners first reported a position in SPTL in Q3 2022 and has held it in 8 quarters since. The position peaked at $679K in Q4 2025. 291 funds tracked by Wall St. Rank hold SPTL as of Q3 2026.

Balboa Wealth Partners held 14,828 shares of State Street SPDR Portfolio Long Term Treasury Index ETF worth $354K as of Q3 2026.
Balboa Wealth Partners bought 1,116 State Street SPDR Portfolio Long Term Treasury Index ETF shares in Q3 2026, an estimated $28.1K.
State Street SPDR Portfolio Long Term Treasury Index ETF made up 0.05% of Balboa Wealth Partners's portfolio in Q3 2026, its #295 holding.
Balboa Wealth Partners first reported a position in State Street SPDR Portfolio Long Term Treasury Index ETF in Q3 2022 and has held it in 8 quarters since.
Balboa Wealth Partners's State Street SPDR Portfolio Long Term Treasury Index ETF position peaked at $679K in Q4 2025.
291 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury Index ETF as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.