Brown Financial Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Brown Financial Advisors’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	$639K	Buy	24,350 +1,599	+7%	+$41.7K	0.22%	97
2026 Q1	$598K	Sell	22,751 -898	-4%	-$23.9K	0.23%	98
2025 Q4	$626K	Sell	23,649 -813	-3%	-$21.9K	0.23%	96
2025 Q3	$659K	Buy	24,462 +2,594	+12%	+$68.5K	0.24%	93
2025 Q2	$581K	Sell	21,868 -353	-2%	-$9.26K	0.23%	97
2025 Q1	$606K	Sell	22,221 -20,980	-49%	-$559K	0.25%	93
2024 Q4	$1.13M	Buy	+43,201	New	+$1.18M	0.45%	70

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

Brown Financial Advisors's SPTL Position: Q2 2026 in Review

Brown Financial Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 7% in Q2 2026, buying an estimated $41.7K and bringing the position to 24,350 shares worth $639K. The position accounts for 0.22% of the portfolio, ranked #97.

Brown Financial Advisors first reported a position in SPTL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.13M in Q4 2024. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Brown Financial Advisors held 24,350 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $639K as of Q2 2026.
Brown Financial Advisors bought 1,599 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $41.7K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.22% of Brown Financial Advisors's portfolio in Q2 2026, its #97 holding.
Brown Financial Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Brown Financial Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.13M in Q4 2024.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.