Birch Financial Group’s State Street SPDR Portfolio Long Term Treasury 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 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

APP

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ODIJL

One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Birch Financial Group's SPTL Position: Q2 2026 in Review

Birch Financial Group increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 9.5% in Q2 2026, buying an estimated $167K and bringing the position to 73,536 shares worth $1.93M. The position accounts for 0.99% of the portfolio, ranked #25.

Birch Financial Group first reported a position in SPTL in Q4 2024 and has held it in 7 quarters since. 303 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Birch Financial Group held 73,536 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.93M as of Q2 2026.
Birch Financial Group bought 6,408 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $167K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.99% of Birch Financial Group's portfolio in Q2 2026, its #25 holding.
Birch Financial Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
303 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.