Founders Financial Alliance’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Founders Financial Alliance’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	$799K	Buy	30,477 +30,156	+9,394%	+$786K	0.11%	183
2026 Q1	$8.44K	Buy	+321	New	+$8.55K	﹤0.01%	648
2025 Q1	–	Sell	-125	Closed	-$3.27K	–	650
2024 Q4	$3.27K	Hold	125	–	–	﹤0.01%	534
2024 Q3	$3.63K	Hold	125	–	–	﹤0.01%	540
2024 Q2	$3.4K	Sell	125 -647	-84%	-$17.5K	﹤0.01%	522
2024 Q1	$21.6K	Buy	+772	New	+$21.5K	0.01%	441
2023 Q3	–	Sell	-469	Closed	-$14K	–	513
2023 Q2	$14K	Buy	+469	New	+$14.2K	0.01%	432
2021 Q2	–	Sell	-224	Closed	-$9K	–	492
2021 Q1	$9K	Buy	224 +167	+293%	+$6.94K	﹤0.01%	413
2020 Q4	$3K	Buy	+57	New	+$2.59K	﹤0.01%	401

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

Founders Financial Alliance's SPTL Position: Q2 2026 in Review

Founders Financial Alliance increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 9,394% in Q2 2026, buying an estimated $786K and bringing the position to 30,477 shares worth $799K. The position accounts for 0.11% of the portfolio, ranked #183.

Founders Financial Alliance first reported a position in SPTL in Q4 2020 and has held it in 9 quarters since. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Founders Financial Alliance held 30,477 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $799K as of Q2 2026.
Founders Financial Alliance bought 30,156 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $786K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.11% of Founders Financial Alliance's portfolio in Q2 2026, its #183 holding.
Founders Financial Alliance first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2020 and has held it in 9 quarters since.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.