Bogart Wealth LLC’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Bogart Wealth LLC’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	$9.39K	Hold	358	–	–	﹤0.01%	1022
2026 Q1	$9.41K	Hold	358	–	–	﹤0.01%	919
2025 Q4	$9.48K	Sell	358 -23	-6%	-$621	﹤0.01%	874
2025 Q3	$10.3K	Hold	381	–	–	﹤0.01%	826
2025 Q2	$10.1K	Hold	381	–	–	﹤0.01%	796
2025 Q1	$10.4K	Hold	381	–	–	﹤0.01%	747
2024 Q4	$9.98K	Hold	381	–	–	﹤0.01%	741
2024 Q3	$11.1K	Buy	381 +358	+1,557%	+$10.2K	﹤0.01%	674
2024 Q2	$626	Hold	23	–	–	﹤0.01%	1037
2024 Q1	$643	Hold	23	–	–	﹤0.01%	997
2023 Q4	$667	Hold	23	–	–	﹤0.01%	984
2023 Q3	$601	Hold	23	–	–	﹤0.01%	997
2023 Q2	$688	Sell	23 -957	-98%	-$28.9K	﹤0.01%	969
2023 Q1	$30.3K	Buy	+980	New	+$29.8K	﹤0.01%	395

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

Bogart Wealth LLC's SPTL Position: Q2 2026 in Review

Bogart Wealth LLC held its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) position steady in Q2 2026 at 358 shares worth $9.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Bogart Wealth LLC first reported a position in SPTL in Q1 2023 and has held it in 14 quarters since. The position peaked at $30.3K in Q1 2023. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Bogart Wealth LLC held 358 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $9.39K as of Q2 2026.
Bogart Wealth LLC left its State Street SPDR Portfolio Long Term Treasury ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1022 holding.
Bogart Wealth LLC first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
Bogart Wealth LLC's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $30.3K in Q1 2023.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.