Financial Consulate’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Financial Consulate’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	$31.9K	Hold	1,216	–	–	﹤0.01%	425
2026 Q1	$32K	Hold	1,216	–	–	﹤0.01%	398
2025 Q4	$32.2K	Buy	1,216 +575	+90%	+$15.5K	﹤0.01%	388
2025 Q3	$17.3K	Buy	+641	New	+$16.9K	﹤0.01%	474
2021 Q1	–	Sell	-146,045	Closed	-$6.59M	–	125
2020 Q4	$6.59M	Sell	146,045 -41,301	-22%	-$1.88M	2.84%	10
2020 Q3	$8.76M	Buy	187,346 +11,315	+6%	+$537K	4.16%	9
2020 Q2	$8.26M	Buy	+176,031	New	+$8.29M	4.2%	9

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

Financial Consulate's SPTL Position: Q2 2026 in Review

Financial Consulate held its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) position steady in Q2 2026 at 1,216 shares worth $31.9K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Financial Consulate first reported a position in SPTL in Q2 2020 and has held it in 7 quarters since. The position peaked at $8.76M in Q3 2020. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Financial Consulate held 1,216 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $31.9K as of Q2 2026.
Financial Consulate left its State Street SPDR Portfolio Long Term Treasury ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #425 holding.
Financial Consulate first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2020 and has held it in 7 quarters since.
Financial Consulate's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $8.76M in Q3 2020.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.