EWA
SPTL icon

EverSource Wealth Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

EverSource Wealth 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 		$14.5K Sell
554
-394
-42% -$10.3K ﹤0.01% 2670
2026
Q1 		$24.9K Sell
948
-296
-24% -$7.88K ﹤0.01% 2370
2025
Q4 		$32.9K Buy
1,244
+1,090
+708% +$29.4K ﹤0.01% 2037
2025
Q3 		$4.15K Sell
154
-235
-60% -$6.21K ﹤0.01% 3236
2025
Q2 		$10.3K Hold
389
– – ﹤0.01% 2782
2025
Q1 		$10.6K Sell
389
-537
-58% -$14.3K ﹤0.01% 2081
2024
Q4 		$24.2K Buy
926
+95
+11% +$2.6K ﹤0.01% 1524
2024
Q3 		$24.2K Buy
831
+4
+0.5% +$114 ﹤0.01% 1395
2024
Q2 		$23.2K Buy
827
+7
+0.9% +$189 ﹤0.01% 1431
2024
Q1 		$21.5K Buy
820
+110
+15% +$3.07K ﹤0.01% 1327
2023
Q4 		$20.6K Buy
710
+8
+1% +$213 ﹤0.01% 1220
2023
Q3 		$18.4K Buy
702
+6
+0.9% +$169 ﹤0.01% 1159
2023
Q2 		$20.8K Sell
696
-1,006
-59% -$30.4K ﹤0.01% 1141
2023
Q1 		$52.5K Buy
1,702
+344
+25% +$10.4K 0.01% 782
2022
Q4 		$39.4K Buy
+1,358
New +$39.8K 0.01% 847

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EverSource Wealth Advisors's SPTL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 42% in Q2 2026, selling an estimated $10.3K and leaving 554 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2670.

EverSource Wealth Advisors first reported a position in SPTL in Q4 2022 and has held it in 15 quarters since. The position peaked at $52.5K in Q1 2023. 483 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • EverSource Wealth Advisors held 554 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $14.5K as of Q2 2026.
  • EverSource Wealth Advisors sold 394 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $10.3K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2670 holding.
  • EverSource Wealth Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $52.5K in Q1 2023.
  • 483 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

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