Birch Financial Group’s State Street SPDR Portfolio Long Term Treasury Index ETF SPTL Stock Holding History

Birch Financial Group’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	$1.84M	Buy	77,156 +3,620	+5%	+$91.1K	0.86%	24
2026 Q2	$1.93M	Buy	73,536 +6,408	+10%	+$167K	0.99%	25
2026 Q1	$1.77M	Buy	67,128 +909	+1%	+$24.2K	1.03%	23
2025 Q4	$1.75M	Buy	66,219 +2,385	+4%	+$64.4K	1%	23
2025 Q3	$1.72M	Buy	63,834 +8,227	+15%	+$217K	1.01%	23
2025 Q2	$1.48M	Buy	55,607 +17,008	+44%	+$446K	1.18%	18
2025 Q1	$1.05M	Buy	38,599 +25,497	+195%	+$680K	0.94%	20
2024 Q4	$343K	Buy	+13,102	New	+$359K	0.39%	59

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

Birch Financial Group's SPTL Position: Q3 2026 in Review

Birch Financial Group increased its State Street SPDR Portfolio Long Term Treasury Index ETF (SPTL) stake by 4.9% in Q3 2026, buying an estimated $91.1K and bringing the position to 77,156 shares worth $1.84M. The position accounts for 0.86% of the portfolio, ranked #24.

Birch Financial Group first reported a position in SPTL in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.93M in Q2 2026. 291 funds tracked by Wall St. Rank hold SPTL as of Q3 2026.

Birch Financial Group held 77,156 shares of State Street SPDR Portfolio Long Term Treasury Index ETF worth $1.84M as of Q3 2026.
Birch Financial Group bought 3,620 State Street SPDR Portfolio Long Term Treasury Index ETF shares in Q3 2026, an estimated $91.1K.
State Street SPDR Portfolio Long Term Treasury Index ETF made up 0.86% of Birch Financial Group's portfolio in Q3 2026, its #24 holding.
Birch Financial Group first reported a position in State Street SPDR Portfolio Long Term Treasury Index ETF in Q4 2024 and has held it in 8 quarters since.
Birch Financial Group's State Street SPDR Portfolio Long Term Treasury Index ETF position peaked at $1.93M in Q2 2026.
291 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury Index ETF as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.