FSB Premier Wealth Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

FSB Premier 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 Q2	$1.18M	Sell	45,131 -100	-0.2%	-$2.61K	0.33%	83
2026 Q1	$1.19M	Buy	45,231 +2,569	+6%	+$68.4K	0.37%	69
2025 Q4	$1.13M	Buy	42,662 +548	+1%	+$14.8K	0.36%	72
2025 Q3	$1.13M	Buy	42,114 +1,180	+3%	+$31.2K	0.37%	73
2025 Q2	$1.09M	Sell	40,934 -204	-0.5%	-$5.35K	0.39%	74
2025 Q1	$1.12M	Buy	41,138 +2,697	+7%	+$71.9K	0.44%	64
2024 Q4	$1.01M	Buy	38,441 +96	+0.3%	+$2.63K	0.4%	65
2024 Q3	$1.11M	Buy	38,345 +604	+2%	+$17.2K	0.46%	58
2024 Q2	$1.03M	Buy	37,741 +851	+2%	+$23K	0.46%	51
2024 Q1	$1.03M	Buy	36,890 +9,500	+35%	+$265K	0.48%	48
2023 Q4	$795K	Buy	27,390 +1,586	+6%	+$42.2K	0.4%	58
2023 Q3	$675K	Buy	25,804 +2,566	+11%	+$72.2K	0.38%	61
2023 Q2	$695K	Buy	23,238 +151	+0.7%	+$4.56K	0.38%	57
2023 Q1	$713K	Buy	23,087 +928	+4%	+$28.2K	0.4%	53
2022 Q4	$643K	Sell	22,159 -508	-2%	-$14.9K	0.35%	59
2022 Q3	$671K	Buy	22,667 +641	+3%	+$20.8K	0.39%	52
2022 Q2	$728K	Sell	22,026 -811	-4%	-$27.5K	0.4%	55
2022 Q1	$793K	Buy	22,837 +7,263	+47%	+$286K	0.4%	54
2021 Q4	$656K	Buy	15,574 +453	+3%	+$19K	0.27%	63
2021 Q3	$624K	Buy	15,121 +2,440	+19%	+$104K	0.31%	59
2021 Q2	$523K	Buy	12,681 +648	+5%	+$25.9K	0.27%	65
2021 Q1	$469K	Sell	12,033 -2,800	-19%	-$116K	0.25%	70
2020 Q4	$669K	Buy	+14,833	New	+$674K	0.36%	59

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

FSB Premier Wealth Management's SPTL Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 0.22% in Q2 2026, selling an estimated $2.61K and leaving 45,131 shares worth $1.18M. The position accounts for 0.33% of the portfolio, ranked #83.

FSB Premier Wealth Management first reported a position in SPTL in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.19M in Q1 2026. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

FSB Premier Wealth Management held 45,131 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.18M as of Q2 2026.
FSB Premier Wealth Management sold 100 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $2.61K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.33% of FSB Premier Wealth Management's portfolio in Q2 2026, its #83 holding.
FSB Premier Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2020 and has held it in 23 quarters since.
FSB Premier Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.19M in Q1 2026.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.