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

Elevated Capital 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	$1M	Buy	38,255 +4,102	+12%	+$107K	0.28%	81
2026 Q1	$898K	Sell	34,153 -1,156	-3%	-$30.8K	0.23%	108
2025 Q4	$935K	Buy	35,309 +468	+1%	+$12.6K	0.22%	117
2025 Q3	$939K	Sell	34,841 -1,973	-5%	-$52.1K	0.23%	111
2025 Q2	$1M	Hold	36,814	–	–	0.28%	98
2025 Q1	$1M	Sell	36,814 -3,067	-8%	-$81.7K	0.28%	98
2024 Q4	$1.04M	Sell	39,881 -4,429	-10%	-$121K	0.28%	94
2024 Q3	$1.29M	Buy	+44,310	New	+$1.26M	0.34%	77
2020 Q3	–	Sell	-18,838	Closed	-$891K	–	166
2020 Q2	$891K	Buy	+18,838	New	+$888K	0.42%	87
2019 Q1	$1.11M	Buy	+23,127	New	+$810K	0.73%	35

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

Elevated Capital Advisors's SPTL Position: Q2 2026 in Review

Elevated Capital Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 12% in Q2 2026, buying an estimated $107K and bringing the position to 38,255 shares worth $1M. The position accounts for 0.28% of the portfolio, ranked #81.

Elevated Capital Advisors first reported a position in SPTL in Q1 2019 and has held it in 10 quarters since. The position peaked at $1.29M in Q3 2024. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Elevated Capital Advisors held 38,255 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1M as of Q2 2026.
Elevated Capital Advisors bought 4,102 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $107K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.28% of Elevated Capital Advisors's portfolio in Q2 2026, its #81 holding.
Elevated Capital Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2019 and has held it in 10 quarters since.
Elevated Capital Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.29M in Q3 2024.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.