Coppell Advisory Solutions’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Coppell Advisory Solutions’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	$233K	Buy	+8,510	New	+$222K	0.02%	411
2026 Q1	–	Sell	-8,302	Closed	-$221K	–	306
2025 Q4	$221K	Sell	8,302 -513	-6%	-$13.8K	0.02%	368
2025 Q3	$238K	Buy	+8,815	New	+$233K	0.03%	358
2025 Q2	–	Sell	-8,022	Closed	-$217K	–	433
2025 Q1	$217K	Sell	8,022 -4,580	-36%	-$122K	0.03%	307
2024 Q4	$333K	Sell	12,602 -203	-2%	-$5.56K	0.05%	204
2024 Q3	$374K	Buy	12,805 +3,569	+39%	+$102K	0.06%	197
2024 Q2	$251K	Buy	+9,236	New	+$249K	0.04%	225
2023 Q4	$310K	Sell	10,686 -3,717	-26%	-$99K	0.06%	204
2023 Q3	$418K	Buy	14,403 +6,756	+88%	+$190K	0.14%	119
2023 Q2	$226K	Buy	+7,647	New	+$231K	0.06%	176
2023 Q1	–	Sell	-14,403	Closed	-$418K	–	947
2022 Q4	$418K	Buy	+14,403	New	+$422K	0.14%	121

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

Coppell Advisory Solutions's SPTL Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026: 8,510 shares worth $233K. The stake represents 0.02% of the portfolio and ranks #411 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in SPTL as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in SPTL in Q4 2022 and has held it in 11 quarters since. The position peaked at $418K in Q3 2023. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Coppell Advisory Solutions held 8,510 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $233K as of Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF was a new Coppell Advisory Solutions position in Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.02% of Coppell Advisory Solutions's portfolio in Q2 2026, its #411 holding.
Coppell Advisory Solutions first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2022 and has held it in 11 quarters since.
Coppell Advisory Solutions's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $418K in Q3 2023.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.