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Global Financial Private Client’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Global Financial Private Client’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 		$225K Sell
8,592
-6,909
-45% -$180K 0.06% 235
2026
Q1 		$408K Buy
15,501
+2,146
+16% +$57.2K 0.13% 171
2025
Q4 		$354K Buy
+13,355
New +$360K 0.12% 176
2025
Q3 		– Sell
-21,026
Closed -$559K – 239
2025
Q2 		$559K Buy
21,026
+19,448
+1,232% +$510K 0.21% 125
2025
Q1 		$43K Buy
1,578
+842
+114% +$22.4K 0.02% 348
2024
Q4 		$19.3K Sell
736
-3,876
-84% -$106K 0.01% 437
2024
Q3 		$134K Sell
4,612
-2,750
-37% -$78.5K 0.05% 228
2024
Q2 		$200K Buy
+7,362
New +$199K 0.08% 184
2024
Q1 		– Sell
-3,308
Closed -$96K – 719
2023
Q4 		$96K Buy
3,308
+1,319
+66% +$35.1K 0.04% 234
2023
Q3 		$51.1K Sell
1,989
-441
-18% -$12.4K 0.03% 286
2023
Q2 		$72.1K Sell
2,430
-702
-22% -$21.2K 0.04% 257
2023
Q1 		$96.9K Sell
3,132
-2,801
-47% -$85.1K 0.05% 214
2022
Q4 		$172K Buy
5,933
+1,686
+40% +$49.4K 0.1% 149
2022
Q3 		$128K Buy
4,247
+2,430
+134% +$78.9K 0.07% 173
2022
Q2 		$60.6K Buy
1,817
+876
+93% +$29.7K 0.03% 245
2022
Q1 		$35.6K Buy
+941
New +$37.1K 0.02% 302
2020
Q4 		– Sell
-1,993
Closed -$93.2K – 589
2020
Q3 		$93.2K Sell
1,993
-1,537
-44% -$72.9K 0.08% 140
2020
Q2 		$165K Buy
3,530
+3,054
+642% +$144K 0.14% 116
2020
Q1 		$22.8K Hold
476
– – 0.02% 296
2019
Q4 		$18.5K Buy
+476
New +$19K 0.02% 338

Other funds holding SPTL

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MPW
MA Private Wealth San Carlos, California $671M AUM 23.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Global Financial Private Client's SPTL Position: Q2 2026 in Review

Global Financial Private Client reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 45% in Q2 2026, selling an estimated $180K and leaving 8,592 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #235.

Global Financial Private Client first reported a position in SPTL in Q4 2019 and has held it in 20 quarters since. The position peaked at $559K in Q2 2025. 203 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Global Financial Private Client held 8,592 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $225K as of Q2 2026.
  • Global Financial Private Client sold 6,909 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $180K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.06% of Global Financial Private Client's portfolio in Q2 2026, its #235 holding.
  • Global Financial Private Client first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2019 and has held it in 20 quarters since.
  • Global Financial Private Client's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $559K in Q2 2025.
  • 203 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.