Byrne Financial Freedom’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Byrne Financial Freedom’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 Q1	–	Sell	-10,226	Closed	-$271K	–	108
2025 Q4	$271K	Buy	10,226 +792	+8%	+$21.4K	0.12%	88
2025 Q3	$254K	Buy	+9,434	New	+$249K	0.13%	84
2025 Q1	–	Sell	-275,100	Closed	-$7.2M	–	103
2024 Q4	$7.2M	Buy	+275,100	New	+$7.53M	3.21%	10

Other funds holding SPTL

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Byrne Financial Freedom's SPTL Position: Q1 2026 in Review

Byrne Financial Freedom sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2026, closing a stake of 10,226 shares — an estimated $271K sold.

Byrne Financial Freedom first reported a position in SPTL in Q4 2024 and held it in 3 quarters. The position peaked at $7.2M in Q4 2024. 481 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

Byrne Financial Freedom reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Byrne Financial Freedom sold 10,226 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $271K.
Byrne Financial Freedom first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2024 and held it in 3 quarters.
Byrne Financial Freedom's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $7.2M in Q4 2024.
481 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on Byrne Financial Freedom's 13F filing for Q1 2026, filed 27 Apr 2026.