Capital Investment Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Capital Investment Management’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	$4.72M	Buy	179,774 +2,290	+1%	+$59.7K	1.44%	15
2026 Q1	$4.67M	Buy	177,484 +20,479	+13%	+$546K	1.6%	9
2025 Q4	$4.16M	Buy	+157,005	New	+$4.24M	1.45%	12

Other funds holding SPTL

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FCA

FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

JESC

J.E. Simmons & Co Dallas, Texas $177M AUM

Capital Investment Management's SPTL Position: Q2 2026 in Review

Capital Investment Management increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 1.3% in Q2 2026, buying an estimated $59.7K and bringing the position to 179,774 shares worth $4.72M. The position accounts for 1.44% of the portfolio, ranked #15.

Capital Investment Management first reported a position in SPTL in Q4 2025 and has held it in 3 quarters since. 117 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Capital Investment Management held 179,774 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $4.72M as of Q2 2026.
Capital Investment Management bought 2,290 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $59.7K.
State Street SPDR Portfolio Long Term Treasury ETF made up 1.44% of Capital Investment Management's portfolio in Q2 2026, its #15 holding.
Capital Investment Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
117 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.