Fourth Dimension Wealth’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Fourth Dimension Wealth’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	$2.69M	Sell	102,726 -18,522	-15%	-$483K	0.85%	35
2026 Q1	$3.19M	Buy	121,248 +5,073	+4%	+$135K	1.21%	24
2025 Q4	$3.08M	Buy	116,175 +1,848	+2%	+$49.9K	1.12%	26
2025 Q3	$3.08M	Buy	114,327 +9,243	+9%	+$244K	1.18%	26
2025 Q2	$2.79M	Buy	105,084 +16,766	+19%	+$440K	1.18%	26
2025 Q1	$2.41M	Buy	88,318 +26,734	+43%	+$712K	1.16%	25
2024 Q4	$1.61M	Buy	+61,584	New	+$1.69M	0.84%	30

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

Fourth Dimension Wealth's SPTL Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 15% in Q2 2026, selling an estimated $483K and leaving 102,726 shares worth $2.69M. The position accounts for 0.85% of the portfolio, ranked #35.

Fourth Dimension Wealth first reported a position in SPTL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.19M in Q1 2026. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Fourth Dimension Wealth held 102,726 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $2.69M as of Q2 2026.
Fourth Dimension Wealth sold 18,522 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $483K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.85% of Fourth Dimension Wealth's portfolio in Q2 2026, its #35 holding.
Fourth Dimension Wealth first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $3.19M in Q1 2026.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.