Farther Finance Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Farther Finance 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	$110M	Buy	4,177,217 +783,999	+23%	+$20.4M	0.86%	18
2026 Q1	$88.8M	Buy	3,393,218 +1,059,888	+45%	+$28.2M	0.84%	18
2025 Q4	$61.8M	Buy	2,333,330 +719,392	+45%	+$19.4M	0.66%	25
2025 Q3	$43.5M	Buy	1,613,938 +1,127,130	+232%	+$29.8M	0.66%	24
2025 Q2	$12.9M	Buy	486,808 +180,626	+59%	+$4.74M	0.26%	76
2025 Q1	$8.38M	Buy	306,182 +70,437	+30%	+$1.88M	0.21%	97
2024 Q4	$6.17M	Buy	235,745 +151,878	+181%	+$4.16M	0.22%	93
2024 Q3	$2.44M	Buy	83,867 +56,398	+205%	+$1.61M	0.09%	179
2024 Q2	$733K	Buy	27,469 +10,304	+60%	+$278K	0.04%	371
2024 Q1	$469K	Buy	17,165 +67	+0.4%	+$1.87K	0.03%	411
2023 Q4	$496K	Buy	17,098 +1,543	+10%	+$41.1K	0.04%	352
2023 Q3	$407K	Buy	15,555 +1,474	+10%	+$41.5K	0.06%	233
2023 Q2	$421K	Buy	14,081 +1,480	+12%	+$44.7K	0.09%	183
2023 Q1	$389K	Buy	12,601 +3,835	+44%	+$116K	0.11%	167
2022 Q4	$254K	Buy	+8,766	New	+$257K	0.1%	195

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

Farther Finance Advisors's SPTL Position: Q2 2026 in Review

Farther Finance Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 23% in Q2 2026, buying an estimated $20.4M and bringing the position to 4,177,217 shares worth $110M. The position accounts for 0.86% of the portfolio, ranked #18.

Farther Finance Advisors first reported a position in SPTL in Q4 2022 and has held it in 15 quarters since. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Farther Finance Advisors held 4,177,217 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $110M as of Q2 2026.
Farther Finance Advisors bought 783,999 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $20.4M.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.86% of Farther Finance Advisors's portfolio in Q2 2026, its #18 holding.
Farther Finance 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.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.