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

Financial Life 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	$387K	Buy	+14,736	New	+$384K	0.11%	44
2024 Q3	–	Sell	-7,998	Closed	-$218K	–	56
2024 Q2	$218K	Sell	7,998 -9,764	-55%	-$264K	0.09%	54
2024 Q1	$496K	Sell	17,762 -38,361	-68%	-$1.07M	0.21%	34
2023 Q4	$1.63M	Sell	56,123 -149,118	-73%	-$3.97M	0.7%	24
2023 Q3	$5.37M	Buy	205,241 +10,652	+5%	+$300K	2.31%	14
2023 Q2	$5.82M	Sell	194,589 -62,262	-24%	-$1.88M	2.43%	13
2023 Q1	$7.93M	Sell	256,851 -3,439	-1%	-$104K	3.41%	8
2022 Q4	$7.56M	Buy	260,290 +214,258	+465%	+$6.27M	3.49%	7
2022 Q3	$1.36M	Buy	+46,032	New	+$1.49M	0.68%	23

Other funds holding SPTL

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MPW

MA Private Wealth San Carlos, California $671M AUM 23.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Financial Life Advisors's SPTL Position: Q2 2026 in Review

Financial Life Advisors opened a new position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026: 14,736 shares worth $387K. The stake represents 0.11% of the portfolio and ranks #44 among its holdings. This is a return to the name: Financial Life Advisors previously reported a position in SPTL as recently as Q2 2024.

Financial Life Advisors first reported a position in SPTL in Q3 2022 and has held it in 9 quarters since. The position peaked at $7.93M in Q1 2023. 197 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Financial Life Advisors held 14,736 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $387K as of Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF was a new Financial Life Advisors position in Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.11% of Financial Life Advisors's portfolio in Q2 2026, its #44 holding.
Financial Life Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2022 and has held it in 9 quarters since.
Financial Life Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $7.93M in Q1 2023.
197 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.