Diversify Wealth Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Diversify Wealth Management’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	Sell	28,803 -525	-2%	-$13.7K	0.01%	747
2026 Q1	$763K	Buy	29,328 +20,864	+247%	+$556K	0.01%	680
2025 Q4	$225K	Buy	+8,464	New	+$228K	0.01%	578
2025 Q3	–	Sell	-11,482	Closed	-$302K	–	560
2025 Q2	$302K	Sell	11,482 -1,876	-14%	-$49.2K	0.02%	459
2025 Q1	$361K	Sell	13,358 -4,997	-27%	-$133K	0.03%	411
2024 Q4	$470K	Sell	18,355 -2,603	-12%	-$71.3K	0.04%	354
2024 Q3	$574K	Sell	20,958 -2,979	-12%	-$85K	0.06%	296
2024 Q2	$698K	Buy	+23,937	New	+$646K	0.09%	212

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

Diversify Wealth Management's SPTL Position: Q2 2026 in Review

Diversify Wealth Management reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 1.8% in Q2 2026, selling an estimated $13.7K and leaving 28,803 shares worth $734K. The position accounts for 0.01% of the portfolio, ranked #747.

Diversify Wealth Management first reported a position in SPTL in Q2 2024 and has held it in 8 quarters since. The position peaked at $763K in Q1 2026. 483 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Diversify Wealth Management held 28,803 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $734K as of Q2 2026.
Diversify Wealth Management sold 525 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $13.7K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #747 holding.
Diversify Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2024 and has held it in 8 quarters since.
Diversify Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $763K 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 Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.