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CX Institutional’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

CX Institutional’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
Q3 		$15K Hold
629
– – ﹤0.01% 1284
2026
Q2 		$16K Buy
+629
New +$16.4K ﹤0.01% 1223
2026
Q1 		– Sell
-55
Closed -$1K – 1652
2025
Q4 		$1K Buy
+55
New +$1.48K ﹤0.01% 1494
2023
Q2 		– Sell
-9,066
Closed -$281K – 538
2023
Q1 		$281K Buy
+9,066
New +$275K 0.01% 423

Other funds holding SPTL

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CX Institutional's SPTL Position: Q3 2026 in Review

CX Institutional held its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) position steady in Q3 2026 at 629 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

CX Institutional first reported a position in SPTL in Q1 2023 and has held it in 4 quarters since. The position peaked at $281K in Q1 2023. 19 funds tracked by Wall St. Rank hold SPTL as of Q3 2026.

  • CX Institutional held 629 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $15K as of Q3 2026.
  • CX Institutional left its State Street SPDR Portfolio Long Term Treasury ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1284 holding.
  • CX Institutional first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2023 and has held it in 4 quarters since.
  • CX Institutional's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $281K in Q1 2023.
  • 19 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.