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

Flagship 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	$8.97K	Hold	342	–	–	﹤0.01%	404
2026 Q1	$9.09K	Sell	342 -150	-30%	-$4K	﹤0.01%	290
2025 Q4	$13K	Hold	492	–	–	﹤0.01%	310
2025 Q3	$13.3K	Hold	492	–	–	﹤0.01%	310
2025 Q2	$13.1K	Sell	492 -547	-53%	-$14.4K	﹤0.01%	288
2025 Q1	$28.3K	Hold	1,039	–	–	0.01%	239
2024 Q4	$27.2K	Buy	+1,039	New	+$28.5K	0.02%	231

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

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

Flagship Wealth Advisors held its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) position steady in Q2 2026 at 342 shares worth $8.97K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Flagship Wealth Advisors first reported a position in SPTL in Q4 2024 and has held it in 7 quarters since. The position peaked at $28.3K in Q1 2025. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Flagship Wealth Advisors held 342 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $8.97K as of Q2 2026.
Flagship Wealth Advisors 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 Flagship Wealth Advisors's portfolio in Q2 2026, its #404 holding.
Flagship Wealth Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Flagship Wealth Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $28.3K in Q1 2025.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.