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

Capital Planning’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 Q3	–	Sell	-12,054	Closed	-$316K	–	93
2026 Q2	$316K	Buy	+12,054	New	+$314K	0.09%	71
2023 Q1	–	Sell	-28,197	Closed	-$819K	–	73
2022 Q4	$819K	Buy	+28,197	New	+$826K	0.36%	49
2022 Q1	–	Sell	-72,264	Closed	-$3.05M	–	72
2021 Q4	$3.05M	Buy	72,264 +59,162	+452%	+$2.48M	1.13%	26
2021 Q3	$541K	Sell	13,102 -1,813	-12%	-$77K	0.22%	48
2021 Q2	$616K	Buy	+14,915	New	+$597K	0.26%	45

Other funds holding SPTL

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

EWA

ERTS Wealth Advisors Marquette, Michigan $340M AUM 5.26% 1-Year Est. Return

Strategic Wealth Investment Group Louisville, Kentucky $806M AUM 8.31% 1-Year Est. Return

Capital Planning's SPTL Position: Q3 2026 in Review

Capital Planning sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2026, closing a stake of 12,054 shares — an estimated $316K sold.

Capital Planning first reported a position in SPTL in Q2 2021 and held it in 5 quarters. The position peaked at $3.05M in Q4 2021. 187 funds tracked by Wall St. Rank hold SPTL as of Q3 2026.

Capital Planning reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2026 after selling out during the quarter.
Capital Planning sold 12,054 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2026, an estimated $316K.
Capital Planning first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2021 and held it in 5 quarters.
Capital Planning's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $3.05M in Q4 2021.
187 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.