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 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 $2.9T AUM 29.55% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FLP Wealth Management's SPTL Position: Q1 2026 in Review

FLP Wealth Management increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 4.4% in Q1 2026, buying an estimated $55.3K and bringing the position to 48,757 shares worth $1.28M. The position accounts for 2.64% of the portfolio, ranked #10.

FLP Wealth Management first reported a position in SPTL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.31M in Q2 2025. 481 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

FLP Wealth Management held 48,757 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.28M as of Q1 2026.
FLP Wealth Management bought 2,075 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $55.3K.
State Street SPDR Portfolio Long Term Treasury ETF made up 2.64% of FLP Wealth Management's portfolio in Q1 2026, its #10 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 6 quarters since.
FLP Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.31M in Q2 2025.
481 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on FLP Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.