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CFS Investment Advisory Services’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

CFS Investment Advisory Services’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 		$13.5M Sell
521,233
-264,221
-34% -$6.89M 0.9% 27
2026
Q1 		$20.8M Sell
785,454
-22,500
-3% -$599K 1.43% 14
2025
Q4 		$21.4M Sell
807,954
-98,400
-11% -$2.66M 1.56% 8
2025
Q3 		$24.9M Buy
906,354
+77,513
+9% +$2.05M 1.85% 8
2025
Q2 		$22M Buy
828,841
+240,818
+41% +$6.32M 1.8% 9
2025
Q1 		$16M Buy
588,023
+266,584
+83% +$7.1M 1.43% 18
2024
Q4 		$8.42M Sell
321,439
-24,497
-7% -$671K 0.75% 28
2024
Q3 		$10.1M Buy
345,936
+27,017
+8% +$771K 0.84% 28
2024
Q2 		$8.68M Buy
318,919
+27,653
+9% +$746K 0.7% 30
2024
Q1 		$8.14M Sell
291,266
-14,953
-5% -$417K 1.37% 13
2023
Q4 		$8.89M Sell
306,219
-24,704
-7% -$658K 1.6% 14
2023
Q3 		$8.65M Buy
330,923
+6,794
+2% +$191K 1.38% 18
2023
Q2 		$9.69M Sell
324,129
-3,173
-1% -$95.8K 1.24% 23
2023
Q1 		$10.1M Buy
327,302
+166,003
+103% +$5.04M 1.84% 15
2022
Q4 		$4.68M Sell
161,299
-8,069,585
-98% -$236M 1.06% 17
2022
Q3 		$8.23M Buy
8,230,884
+8,006,015
+3,560% +$260M 1.89% 11
2022
Q2 		$7.44M Sell
224,869
-4,271,664
-95% -$145M 1.14% 14
2022
Q1 		$119K Buy
4,496,533
+4,383,401
+3,875% +$173M 0.52% 36
2021
Q4 		$4.59M Sell
113,132
-11,048
-9% -$464K 0.62% 28
2021
Q3 		$5.13M Buy
+124,180
New +$5.27M 0.7% 30
2020
Q4 		$1.54M Buy
+34,097
New +$1.55M 0.25% 106

Other funds holding SPTL

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
GI
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
RA
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JESC
J.E. Simmons & Co Dallas, Texas $177M AUM
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

CFS Investment Advisory Services's SPTL Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 34% in Q2 2026, selling an estimated $6.89M and leaving 521,233 shares worth $13.5M. The position accounts for 0.9% of the portfolio, ranked #27.

CFS Investment Advisory Services first reported a position in SPTL in Q4 2020 and has held it in 21 quarters since. The position peaked at $24.9M in Q3 2025. 117 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • CFS Investment Advisory Services held 521,233 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $13.5M as of Q2 2026.
  • CFS Investment Advisory Services sold 264,221 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $6.89M.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.9% of CFS Investment Advisory Services's portfolio in Q2 2026, its #27 holding.
  • CFS Investment Advisory Services first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2020 and has held it in 21 quarters since.
  • CFS Investment Advisory Services's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $24.9M in Q3 2025.
  • 117 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.