Diversify Advisory Services’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Diversify Advisory Services’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	$734K	Buy	+28,803	New	+$751K	0.01%	747
2026 Q1	–	Sell	-20,868	Closed	-$555K	–	771
2025 Q4	$555K	Sell	20,868 -1,083	-5%	-$29.2K	0.02%	573
2025 Q3	$594K	Sell	21,951 -228	-1%	-$6.02K	0.02%	510
2025 Q2	$582K	Buy	22,179 +6,698	+43%	+$176K	0.02%	482
2025 Q1	$419K	Sell	15,481 -2,922	-16%	-$77.9K	0.03%	398
2024 Q4	$472K	Sell	18,403 -4,232	-19%	-$116K	0.03%	371
2024 Q3	$622K	Sell	22,635 -2,081	-8%	-$59.4K	0.03%	340
2024 Q2	$676K	Buy	24,716 +1,156	+5%	+$31.2K	0.04%	318
2024 Q1	$644K	Buy	+23,560	New	+$657K	0.04%	360

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

Diversify Advisory Services's SPTL Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026: 28,803 shares worth $734K. The stake represents 0.01% of the portfolio and ranks #747 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SPTL as recently as Q4 2025.

Diversify Advisory Services first reported a position in SPTL in Q1 2024 and has held it in 9 quarters since. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Diversify Advisory Services held 28,803 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $734K as of Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF was a new Diversify Advisory Services position in Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #747 holding.
Diversify Advisory Services first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2024 and has held it in 9 quarters since.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.