Clarity Retirement & Wealth’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Clarity Retirement & Wealth’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	$1.03M	Buy	39,178 +3,567	+10%	+$93K	0.71%	20
2026 Q1	$937K	Sell	35,611 -16,088	-31%	-$429K	0.76%	20
2025 Q4	$1.37M	Buy	+51,699	New	+$1.39M	1.2%	15

Other funds holding SPTL

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Clarity Retirement & Wealth's SPTL Position: Q2 2026 in Review

Clarity Retirement & Wealth increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 10% in Q2 2026, buying an estimated $93K and bringing the position to 39,178 shares worth $1.03M. The position accounts for 0.71% of the portfolio, ranked #20.

Clarity Retirement & Wealth first reported a position in SPTL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.37M in Q4 2025. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Clarity Retirement & Wealth held 39,178 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.03M as of Q2 2026.
Clarity Retirement & Wealth bought 3,567 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $93K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.71% of Clarity Retirement & Wealth's portfolio in Q2 2026, its #20 holding.
Clarity Retirement & Wealth first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
Clarity Retirement & Wealth's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.37M in Q4 2025.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Clarity Retirement & Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.