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Gladstone Institutional Advisory’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Gladstone Institutional Advisory’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
Q1 		– Sell
-10,306
Closed -$273K – 883
2025
Q4 		$273K Sell
10,306
-6,115
-37% -$165K 0.01% 667
2025
Q3 		$443K Sell
16,421
-7,965
-33% -$210K 0.02% 548
2025
Q2 		$648K Sell
24,386
-45,008
-65% -$1.18M 0.03% 432
2025
Q1 		$1.89M Sell
69,394
-74,301
-52% -$1.98M 0.09% 236
2024
Q4 		$3.76M Sell
143,695
-1,571
-1% -$43K 0.17% 134
2024
Q3 		$4.22M Sell
145,266
-25,223
-15% -$720K 0.21% 119
2024
Q2 		$4.64M Sell
170,489
-564
-0.3% -$15.2K 0.24% 112
2024
Q1 		$4.78M Sell
171,053
-8,415
-5% -$235K 0.26% 102
2023
Q4 		$5.21M Buy
179,468
+12,906
+8% +$344K 0.29% 87
2023
Q3 		$4.36M Buy
166,562
+1,376
+0.8% +$38.7K 0.28% 93
2023
Q2 		$4.94M Buy
165,186
+12,532
+8% +$379K 0.3% 86
2023
Q1 		$4.71M Buy
152,654
+132,821
+670% +$4.03M 0.31% 88
2022
Q4 		$576K Sell
19,833
-12,663
-39% -$371K 0.04% 369
2022
Q3 		$963K Buy
32,496
+12,092
+59% +$393K 0.08% 273
2022
Q2 		$675K Buy
20,404
+4,592
+29% +$156K 0.05% 346
2022
Q1 		$598K Buy
+15,812
New +$623K 0.04% 389
2020
Q2 		– Sell
-15,165
Closed -$716K – 295
2020
Q1 		$716K Buy
+15,165
New +$648K 0.18% 114

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gladstone Institutional Advisory's SPTL Position: Q1 2026 in Review

Gladstone Institutional Advisory sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2026, closing a stake of 10,306 shares — an estimated $273K sold.

Gladstone Institutional Advisory first reported a position in SPTL in Q1 2020 and held it in 17 quarters. The position peaked at $5.21M in Q4 2023. 482 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

  • Gladstone Institutional Advisory reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 10,306 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $273K.
  • Gladstone Institutional Advisory first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2020 and held it in 17 quarters.
  • Gladstone Institutional Advisory's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $5.21M in Q4 2023.
  • 482 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.