Focus Partners Advisor Solutions’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Focus Partners Advisor Solutions’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	$1.29M	Sell	49,347 -113	-0.2%	-$2.95K	0.01%	486
2026 Q1	$1.3M	Buy	+49,460	New	+$1.32M	0.01%	479
2025 Q4	–	Sell	-81,793	Closed	-$2.2M	–	1247
2025 Q3	$2.2M	Buy	81,793 +1,592	+2%	+$42K	0.03%	317
2025 Q2	$2.13M	Sell	80,201 -99,654	-55%	-$2.62M	0.03%	261
2025 Q1	$4.9M	Sell	179,855 -46,573	-21%	-$1.24M	0.07%	134
2024 Q4	$5.93M	Buy	+226,428	New	+$6.2M	0.1%	105

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

Focus Partners Advisor Solutions's SPTL Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 0.23% in Q2 2026, selling an estimated $2.95K and leaving 49,347 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #486.

Focus Partners Advisor Solutions first reported a position in SPTL in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.93M in Q4 2024. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Focus Partners Advisor Solutions held 49,347 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.29M as of Q2 2026.
Focus Partners Advisor Solutions sold 113 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $2.95K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #486 holding.
Focus Partners Advisor Solutions first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Focus Partners Advisor Solutions's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $5.93M in Q4 2024.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.