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

Financial Network 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	$517K	Buy	19,714 +3,498	+22%	+$91.2K	0.52%	36
2026 Q1	$426K	Buy	16,216 +975	+6%	+$26K	0.44%	41
2025 Q4	$403K	Buy	15,241 +1,124	+8%	+$30.3K	0.42%	46
2025 Q3	$380K	Buy	14,117 +5,641	+67%	+$149K	0.42%	46
2025 Q2	$225K	Sell	8,476 -420	-5%	-$11K	0.27%	73
2025 Q1	$243K	Buy	8,896 +2,303	+35%	+$61.4K	0.32%	65
2024 Q4	$173K	Sell	6,593 -22,237	-77%	-$609K	0.32%	62
2024 Q3	$838K	Sell	28,830 -1,899	-6%	-$54.2K	0.69%	33
2024 Q2	$840K	Buy	30,729 +9,861	+47%	+$266K	0.63%	36
2024 Q1	$583K	Buy	20,868 +198	+1%	+$5.52K	0.58%	47
2023 Q4	$600K	Buy	+20,670	New	+$550K	0.64%	38

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

Financial Network Wealth Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 22% in Q2 2026, buying an estimated $91.2K and bringing the position to 19,714 shares worth $517K. The position accounts for 0.52% of the portfolio, ranked #36.

Financial Network Wealth Advisors first reported a position in SPTL in Q4 2023 and has held it in 11 quarters since. The position peaked at $840K in Q2 2024. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Financial Network Wealth Advisors held 19,714 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $517K as of Q2 2026.
Financial Network Wealth Advisors bought 3,498 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $91.2K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.52% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Financial Network Wealth Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Financial Network Wealth Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $840K in Q2 2024.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.