FLP Wealth Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

FLP Wealth Management’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	$315K	Sell	12,011 -36,746	-75%	-$958K	0.56%	50
2026 Q1	$1.28M	Buy	48,757 +2,075	+4%	+$55.3K	2.64%	10
2025 Q4	$1.24M	Buy	46,682 +15,645	+50%	+$422K	2.93%	8
2025 Q3	$836K	Sell	31,037 -18,120	-37%	-$478K	2.36%	11
2025 Q2	$1.31M	Buy	49,157 +4,867	+11%	+$128K	3.67%	6
2025 Q1	$1.21M	Buy	44,290 +2,877	+7%	+$76.7K	3.84%	7
2024 Q4	$1.08M	Buy	+41,413	New	+$1.13M	2.77%	8

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

FLP Wealth Management's SPTL Position: Q2 2026 in Review

FLP Wealth Management reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 75% in Q2 2026, selling an estimated $958K and leaving 12,011 shares worth $315K. The position accounts for 0.56% of the portfolio, ranked #50.

FLP Wealth Management first reported a position in SPTL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.31M in Q2 2025. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

FLP Wealth Management held 12,011 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $315K as of Q2 2026.
FLP Wealth Management sold 36,746 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $958K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.56% of FLP Wealth Management's portfolio in Q2 2026, its #50 holding.
FLP Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
FLP Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.31M in Q2 2025.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on FLP Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.