Clearstead Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Clearstead Advisors’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	–	Sell	-409	Closed	-$10.8K	–	3722
2026 Q1	$10.8K	Buy	+409	New	+$10.9K	﹤0.01%	1569
2022 Q2	–	Sell	-79	Closed	-$3K	–	1437
2022 Q1	$3K	Buy	+79	New	+$3.11K	﹤0.01%	1160
2020 Q4	–	Sell	-1,109	Closed	-$52K	–	1019
2020 Q3	$52K	Buy	+1,109	New	+$52.6K	0.01%	462

Other funds holding SPTL

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 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

Clearstead Advisors's SPTL Position: Q2 2026 in Review

Clearstead Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026, closing a stake of 409 shares — an estimated $10.8K sold.

Clearstead Advisors first reported a position in SPTL in Q3 2020 and held it in 3 quarters. The position peaked at $52K in Q3 2020. 483 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Clearstead Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Clearstead Advisors sold 409 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $10.8K.
Clearstead Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2020 and held it in 3 quarters.
Clearstead Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $52K in Q3 2020.
483 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.