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Capital Analysts LLC’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Capital Analysts 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 		$3K Buy
112
+1
+0.9% +$26 ﹤0.01% 1445
2026
Q1 		$3K Hold
111
– – ﹤0.01% 1432
2025
Q4 		$3K Hold
111
– – ﹤0.01% 1392
2025
Q3 		$3K Buy
111
+1
+0.9% +$26 ﹤0.01% 1355
2025
Q2 		$3K Buy
110
+72
+189% +$1.89K ﹤0.01% 1304
2025
Q1 		$1K Sell
38
-87
-70% -$2.32K ﹤0.01% 1353
2024
Q4 		$3K Buy
125
+16
+15% +$438 ﹤0.01% 1209
2024
Q3 		$3K Sell
109
-52
-32% -$1.48K ﹤0.01% 1193
2024
Q2 		$4K Buy
161
+53
+49% +$1.43K ﹤0.01% 1068
2024
Q1 		$3K Hold
108
– – ﹤0.01% 1034
2023
Q4 		$3K Buy
108
+72
+200% +$1.92K ﹤0.01% 1001
2023
Q3 		$1K Sell
36
-71
-66% -$2K ﹤0.01% 1144
2023
Q2 		$3K Hold
107
– – ﹤0.01% 930
2023
Q1 		$3K Hold
107
– – ﹤0.01% 910
2022
Q4 		$3K Hold
107
– – ﹤0.01% 970
2022
Q3 		$3K Buy
107
+1
+0.9% +$32 ﹤0.01% 961
2022
Q2 		$4K Hold
106
– – ﹤0.01% 896
2022
Q1 		$4K Hold
106
– – ﹤0.01% 845
2021
Q4 		$4K Hold
106
– – ﹤0.01% 913
2021
Q3 		$4K Buy
106
+68
+179% +$2.89K ﹤0.01% 886
2021
Q2 		$2K Hold
38
– – ﹤0.01% 890
2021
Q1 		$1K Sell
38
-539
-93% -$22.4K ﹤0.01% 1038
2020
Q4 		$26K Sell
577
-38
-6% -$1.73K ﹤0.01% 485
2020
Q3 		$29K Sell
615
-36
-6% -$1.71K ﹤0.01% 468
2020
Q2 		$31K Buy
651
+3
+0.5% +$141 ﹤0.01% 429
2020
Q1 		$31K Sell
648
-314
-33% -$13.4K ﹤0.01% 393
2019
Q4 		$37K Sell
962
-1,932
-67% -$77.2K ﹤0.01% 431
2019
Q3 		$118K Sell
2,894
-357,694
-99% -$14.3M 0.01% 267
2019
Q2 		$13.8M Buy
+360,588
New +$13.2M 1.5% 12

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Capital Analysts LLC's SPTL Position: Q2 2026 in Review

Capital Analysts LLC increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 0.9% in Q2 2026, buying an estimated $26 and bringing the position to 112 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

Capital Analysts LLC first reported a position in SPTL in Q2 2019 and has held it in 29 quarters since. The position peaked at $13.8M in Q2 2019. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Capital Analysts LLC held 112 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $3K as of Q2 2026.
  • Capital Analysts LLC bought 1 State Street SPDR Portfolio Long Term Treasury ETF share in Q2 2026, an estimated $26.
  • State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1445 holding.
  • Capital Analysts LLC first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2019 and has held it in 29 quarters since.
  • Capital Analysts LLC's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $13.8M in Q2 2019.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.