Essential Partners’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Essential Partners’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	$883K	Buy	33,650 +5,381	+19%	+$140K	0.41%	42
2026 Q1	$743K	Buy	28,269 +981	+4%	+$26.1K	0.25%	103
2025 Q4	$722K	Sell	27,288 -8	-0%	-$216	0.22%	125
2025 Q3	$736K	Sell	27,296 -10,099	-27%	-$267K	0.24%	110
2025 Q2	$994K	Buy	+37,395	New	+$981K	0.4%	65

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

Essential Partners's SPTL Position: Q2 2026 in Review

Essential Partners increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 19% in Q2 2026, buying an estimated $140K and bringing the position to 33,650 shares worth $883K. The position accounts for 0.41% of the portfolio, ranked #42.

Essential Partners first reported a position in SPTL in Q2 2025 and has held it in 5 quarters since. The position peaked at $994K in Q2 2025. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Essential Partners held 33,650 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $883K as of Q2 2026.
Essential Partners bought 5,381 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $140K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.41% of Essential Partners's portfolio in Q2 2026, its #42 holding.
Essential Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
Essential Partners's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $994K in Q2 2025.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.