Creative Planning’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Creative Planning’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 Q1	$281K	Sell	10,688 -13	-0.1%	-$346	﹤0.01%	3474
2025 Q4	$283K	Buy	10,701 +2,706	+34%	+$73K	﹤0.01%	3283
2025 Q3	$215K	Sell	7,995 -2,436	-23%	-$64.3K	﹤0.01%	3417
2025 Q2	$277K	Sell	10,431 -2,398	-19%	-$62.9K	﹤0.01%	2964
2025 Q1	$350K	Sell	12,829 -1,420	-10%	-$37.8K	﹤0.01%	2612
2024 Q4	$373K	Buy	14,249 +5,208	+58%	+$143K	﹤0.01%	2494
2024 Q3	$263K	Sell	9,041 -668	-7%	-$19.1K	﹤0.01%	2630
2024 Q2	$264K	Buy	9,709 +2,014	+26%	+$54.4K	﹤0.01%	2464
2024 Q1	$215K	Sell	7,695 -1,074	-12%	-$30K	﹤0.01%	2518
2023 Q4	$254K	Sell	8,769 -21,040	-71%	-$560K	﹤0.01%	2214
2023 Q3	$780K	Buy	+29,809	New	+$839K	﹤0.01%	1289
2022 Q4	–	Sell	-7,134	Closed	-$211K	–	2605
2022 Q3	$211K	Sell	7,134 -7,853	-52%	-$255K	﹤0.01%	1874
2022 Q2	$496K	Buy	14,987 +1,461	+11%	+$49.5K	﹤0.01%	1320
2022 Q1	$512K	Buy	+13,526	New	+$533K	﹤0.01%	1310
2021 Q4	–	Sell	-15,404	Closed	-$636K	–	2211
2021 Q3	$636K	Buy	15,404 +7,691	+100%	+$326K	﹤0.01%	1169
2021 Q2	$319K	Buy	+7,713	New	+$309K	﹤0.01%	1533
2020 Q3	–	Sell	-4,882	Closed	-$229K	–	2257
2020 Q2	$229K	Sell	4,882 -420	-8%	-$19.8K	﹤0.01%	1457
2020 Q1	$250K	Buy	+5,302	New	+$227K	﹤0.01%	1261
2019 Q4	–	Sell	-5,494	Closed	-$225K	–	2104
2019 Q3	$225K	Buy	+5,494	New	+$219K	﹤0.01%	1533
2017 Q3	–	Sell	-400	Closed	-$14K	–	3463
2017 Q2	$14K	Sell	400 -2	-0.5%	-$71	﹤0.01%	3418
2017 Q1	$14K	Buy	402 +2	+0.5%	+$69	﹤0.01%	3378
2016 Q4	$14K	Hold	400	–	–	﹤0.01%	3328
2016 Q3	$16K	Buy	+400	New	+$16K	﹤0.01%	3211
2015 Q4	–	Sell	-40	Closed	-$1K	–	4565
2015 Q3	$1K	Buy	+40	New	+$1.41K	﹤0.01%	4145
2015 Q1	–	Sell	-792	Closed	-$29K	–	4390
2014 Q4	$29K	Buy	+792	New	+$27.8K	﹤0.01%	2382

Other funds holding SPTL

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning's SPTL Position: Q1 2026 in Review

Creative Planning reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 0.12% in Q1 2026, selling an estimated $346 and leaving 10,688 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #3474.

Creative Planning first reported a position in SPTL in Q4 2014 and has held it in 25 quarters since. The position peaked at $780K in Q3 2023. 481 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

Creative Planning held 10,688 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $281K as of Q1 2026.
Creative Planning sold 13 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $346.
State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3474 holding.
Creative Planning first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2014 and has held it in 25 quarters since.
Creative Planning's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $780K in Q3 2023.
481 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.