Foundations Investment Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Foundations Investment 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	$618K	Sell	23,558 -2,342	-9%	-$61.1K	0.01%	713
2026 Q1	$681K	Buy	25,900 +5,774	+29%	+$154K	0.01%	626
2025 Q4	$533K	Sell	20,126 -1,271	-6%	-$34.3K	0.01%	697
2025 Q3	$577K	Sell	21,397 -48,313	-69%	-$1.28M	0.01%	616
2025 Q2	$1.85M	Buy	69,710 +23,198	+50%	+$609K	0.03%	318
2025 Q1	$1.27M	Buy	46,512 +5,113	+12%	+$136K	0.02%	361
2024 Q4	$1.08M	Sell	41,399 -40,939	-50%	-$1.12M	0.02%	382
2024 Q3	$2.39M	Buy	82,338 +54,537	+196%	+$1.56M	0.05%	247
2024 Q2	$757K	Buy	27,801 +6,693	+32%	+$181K	0.02%	402
2024 Q1	$590K	Buy	21,108 +1,265	+6%	+$35.3K	0.02%	432
2023 Q4	$573K	Sell	19,843 -11,892	-37%	-$317K	0.02%	407
2023 Q3	$830K	Buy	31,735 +1,064	+3%	+$29.9K	0.03%	306
2023 Q2	$917K	Buy	+30,671	New	+$926K	0.03%	276
2019 Q1	–	Sell	-127,199	Closed	-$4.43M	–	120
2018 Q4	$4.43M	Buy	+127,199	New	+$4.25M	0.94%	17

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

Foundations Investment Advisors's SPTL Position: Q2 2026 in Review

Foundations Investment Advisors reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 9% in Q2 2026, selling an estimated $61.1K and leaving 23,558 shares worth $618K. The position accounts for 0.01% of the portfolio, ranked #713.

Foundations Investment Advisors first reported a position in SPTL in Q4 2018 and has held it in 14 quarters since. The position peaked at $4.43M in Q4 2018. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Foundations Investment Advisors held 23,558 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $618K as of Q2 2026.
Foundations Investment Advisors sold 2,342 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $61.1K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #713 holding.
Foundations Investment Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2018 and has held it in 14 quarters since.
Foundations Investment Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $4.43M in Q4 2018.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.