Commonwealth Equity Services’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Commonwealth Equity 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	$2.14M	Sell	81,603 -2,843	-3%	-$74.1K	﹤0.01%	2053
2026 Q1	$2.22M	Buy	84,446 +2,988	+4%	+$79.6K	﹤0.01%	1920
2025 Q4	$2.16M	Buy	81,458 +3,149	+4%	+$85K	﹤0.01%	1908
2025 Q3	$2.11M	Sell	78,309 -9,361	-11%	-$247K	﹤0.01%	1957
2025 Q2	$2.33M	Sell	87,670 -4,400	-5%	-$115K	﹤0.01%	1867
2025 Q1	$2.51M	Sell	92,070 -79,411	-46%	-$2.12M	﹤0.01%	1756
2024 Q4	$4.49M	Sell	171,481 -910	-0.5%	-$24.9K	0.01%	1301
2024 Q3	$5.01M	Buy	172,391 +108,675	+171%	+$3.1M	0.01%	1223
2024 Q2	$1.73M	Buy	63,716 +1,723	+3%	+$46.5K	﹤0.01%	1887
2024 Q1	$1.73M	Buy	61,993 +14,187	+30%	+$396K	﹤0.01%	1874
2023 Q4	$1.39M	Sell	47,806 -19,175	-29%	-$511K	﹤0.01%	1941
2023 Q3	$1.75M	Sell	66,981 -108,803	-62%	-$3.06M	﹤0.01%	1696
2023 Q2	$5.26M	Buy	175,784 +131,536	+297%	+$3.97M	0.01%	1011
2023 Q1	$1.37M	Buy	44,248 +1,208	+3%	+$36.7K	﹤0.01%	1826
2022 Q4	$1.25M	Buy	43,040 +19,008	+79%	+$556K	﹤0.01%	1812
2022 Q3	$712K	Buy	24,032 +15,298	+175%	+$497K	﹤0.01%	2139
2022 Q2	$288K	Buy	8,734 +2,227	+34%	+$75.4K	﹤0.01%	2872
2022 Q1	$246K	Buy	6,507 +108	+2%	+$4.25K	﹤0.01%	3133
2021 Q4	$269K	Buy	+6,399	New	+$269K	﹤0.01%	3067
2021 Q1	–	Sell	-5,518	Closed	-$249K	–	3459
2020 Q4	$249K	Buy	5,518 +1,131	+26%	+$51.4K	﹤0.01%	2740
2020 Q3	$205K	Sell	4,387 -45	-1%	-$2.13K	﹤0.01%	2700
2020 Q2	$207K	Buy	+4,432	New	+$209K	﹤0.01%	2570

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

Commonwealth Equity Services's SPTL Position: Q2 2026 in Review

Commonwealth Equity Services reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 3.4% in Q2 2026, selling an estimated $74.1K and leaving 81,603 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2053.

Commonwealth Equity Services first reported a position in SPTL in Q2 2020 and has held it in 22 quarters since. The position peaked at $5.26M in Q2 2023. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Commonwealth Equity Services held 81,603 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $2.14M as of Q2 2026.
Commonwealth Equity Services sold 2,843 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $74.1K.
State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2053 holding.
Commonwealth Equity Services first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2020 and has held it in 22 quarters since.
Commonwealth Equity Services's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $5.26M in Q2 2023.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.