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

Beacon Bridge 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	$2.96M	Sell	112,686 -11,863	-10%	-$309K	0.84%	39
2026 Q1	$3.28M	Buy	124,549 +4,754	+4%	+$127K	1.1%	29
2025 Q4	$3.17M	Buy	119,795 +11,669	+11%	+$315K	1.05%	30
2025 Q3	$2.91M	Buy	108,126 +4,229	+4%	+$112K	1.04%	31
2025 Q2	$2.76M	Buy	103,897 +16,522	+19%	+$434K	1.1%	28
2025 Q1	$2.38M	Buy	87,375 +9,636	+12%	+$257K	1.02%	32
2024 Q4	$2.04M	Buy	77,739 +11,553	+17%	+$316K	0.86%	34
2024 Q3	$1.92M	Buy	66,186 +14,867	+29%	+$424K	0.83%	33
2024 Q2	$1.4M	Buy	51,319 +17,154	+50%	+$463K	0.64%	39
2024 Q1	$955K	Buy	+34,165	New	+$953K	0.45%	47

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Beacon Bridge Wealth Partners's SPTL Position: Q2 2026 in Review

Beacon Bridge Wealth Partners reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 9.5% in Q2 2026, selling an estimated $309K and leaving 112,686 shares worth $2.96M. The position accounts for 0.84% of the portfolio, ranked #39.

Beacon Bridge Wealth Partners first reported a position in SPTL in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.28M in Q1 2026. 409 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Beacon Bridge Wealth Partners held 112,686 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $2.96M as of Q2 2026.
Beacon Bridge Wealth Partners sold 11,863 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $309K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.84% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #39 holding.
Beacon Bridge Wealth Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
Beacon Bridge Wealth Partners's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $3.28M in Q1 2026.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.