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

Checchi Capital Advisers’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	$15M	Sell	573,620 -7,721	-1%	-$201K	0.68%	30
2026 Q1	$15.3M	Sell	581,341 -137,581	-19%	-$3.67M	0.77%	28
2025 Q4	$19M	Buy	718,922 +8,167	+1%	+$220K	0.97%	23
2025 Q3	$19.2M	Sell	710,755 -20,391	-3%	-$538K	1%	21
2025 Q2	$19.4M	Sell	731,146 -201,396	-22%	-$5.29M	1.09%	16
2025 Q1	$25.4M	Buy	932,542 +65,446	+8%	+$1.74M	1.34%	9
2024 Q4	$22.7M	Buy	867,096 +562,044	+184%	+$15.4M	1.32%	9
2024 Q3	$8.87M	Sell	305,052 -57,027	-16%	-$1.63M	0.5%	41
2024 Q2	$9.86M	Sell	362,079 -57,929	-14%	-$1.56M	0.49%	38
2024 Q1	$11.7M	Sell	420,008 -376,835	-47%	-$10.5M	0.92%	28
2023 Q4	$23.1M	Buy	+796,843	New	+$21.2M	1.88%	6

Other funds holding SPTL

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

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

ODIJL

One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return

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

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

Checchi Capital Advisers's SPTL Position: Q2 2026 in Review

Checchi Capital Advisers reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 1.3% in Q2 2026, selling an estimated $201K and leaving 573,620 shares worth $15M. The position accounts for 0.68% of the portfolio, ranked #30.

Checchi Capital Advisers first reported a position in SPTL in Q4 2023 and has held it in 11 quarters since. The position peaked at $25.4M in Q1 2025. 303 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Checchi Capital Advisers held 573,620 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $15M as of Q2 2026.
Checchi Capital Advisers sold 7,721 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $201K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.68% of Checchi Capital Advisers's portfolio in Q2 2026, its #30 holding.
Checchi Capital Advisers first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Checchi Capital Advisers's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $25.4M in Q1 2025.
303 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.