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

DHJJ Financial 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	–	Sell	-633	Closed	-$16.6K	–	1104
2026 Q1	$16.6K	Buy	+633	New	+$16.9K	0.01%	552
2025 Q2	–	Sell	-143	Closed	-$3.9K	–	988
2025 Q1	$3.9K	Hold	143	–	–	﹤0.01%	588
2024 Q4	$3.75K	Hold	143	–	–	﹤0.01%	572
2024 Q3	$4.16K	Hold	143	–	–	﹤0.01%	554
2024 Q2	$3.89K	Hold	143	–	–	﹤0.01%	518
2024 Q1	$4K	Hold	143	–	–	﹤0.01%	513
2023 Q4	$4.15K	Hold	143	–	–	﹤0.01%	505
2023 Q3	$3.74K	Buy	+143	New	+$4.02K	﹤0.01%	511

Other funds holding SPTL

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 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

DHJJ Financial Advisors's SPTL Position: Q2 2026 in Review

DHJJ Financial Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026, closing a stake of 633 shares — an estimated $16.6K sold.

DHJJ Financial Advisors first reported a position in SPTL in Q3 2023 and held it in 8 quarters. The position peaked at $16.6K in Q1 2026. 483 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

DHJJ Financial Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
DHJJ Financial Advisors sold 633 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $16.6K.
DHJJ Financial Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2023 and held it in 8 quarters.
DHJJ Financial Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $16.6K in Q1 2026.
483 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

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