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

Crewe 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	$29K	Buy	+1,105	New	+$28.8K	﹤0.01%	534
2026 Q1	–	Sell	-786	Closed	-$20.8K	–	1139
2025 Q4	$20.8K	Buy	786 +515	+190%	+$13.9K	﹤0.01%	481
2025 Q3	$7.3K	Hold	271	–	–	﹤0.01%	681
2025 Q2	$7.2K	Hold	271	–	–	﹤0.01%	501
2025 Q1	$7.39K	Hold	271	–	–	﹤0.01%	446
2024 Q4	$7.1K	Sell	271 -1,376	-84%	-$37.7K	﹤0.01%	455
2024 Q3	$47.9K	Sell	1,647 -115	-7%	-$3.28K	0.01%	299
2024 Q2	$48K	Hold	1,762	–	–	0.01%	376
2024 Q1	$49.2K	Buy	+1,762	New	+$49.2K	0.01%	364
2023 Q3	–	Sell	-74	Closed	-$2.21K	–	870
2023 Q2	$2.21K	Hold	74	–	–	﹤0.01%	528
2023 Q1	$2.29K	Sell	74 -16	-18%	-$486	﹤0.01%	711
2022 Q4	$2.61K	Buy	90 +16	+22%	+$468	﹤0.01%	798
2022 Q3	$2K	Hold	74	–	–	﹤0.01%	1082
2022 Q2	$2K	Hold	74	–	–	﹤0.01%	1013
2022 Q1	$3K	Buy	+74	New	+$2.92K	﹤0.01%	423

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

Crewe Advisors's SPTL Position: Q2 2026 in Review

Crewe Advisors opened a new position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026: 1,105 shares worth $29K. The stake represents ﹤0.01% of the portfolio and ranks #534 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in SPTL as recently as Q4 2025.

Crewe Advisors first reported a position in SPTL in Q1 2022 and has held it in 15 quarters since. The position peaked at $49.2K in Q1 2024. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Crewe Advisors held 1,105 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $29K as of Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF was a new Crewe Advisors position in Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #534 holding.
Crewe Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2022 and has held it in 15 quarters since.
Crewe Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $49.2K in Q1 2024.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.