Global Financial Private Client’s State Street SPDR Portfolio Long Term Treasury Index 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 Q3	$257K	Buy	10,765 +2,173	+25%	+$54.7K	0.07%	217
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 Concord, California $59.5B AUM 15.92% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Global Financial Private Client's SPTL Position: Q3 2026 in Review

Global Financial Private Client increased its State Street SPDR Portfolio Long Term Treasury Index ETF (SPTL) stake by 25% in Q3 2026, buying an estimated $54.7K and bringing the position to 10,765 shares worth $257K. The position accounts for 0.07% of the portfolio, ranked #217.

Global Financial Private Client first reported a position in SPTL in Q4 2019 and has held it in 21 quarters since. The position peaked at $559K in Q2 2025. 239 funds tracked by Wall St. Rank hold SPTL as of Q3 2026.

Global Financial Private Client held 10,765 shares of State Street SPDR Portfolio Long Term Treasury Index ETF worth $257K as of Q3 2026.
Global Financial Private Client bought 2,173 State Street SPDR Portfolio Long Term Treasury Index ETF shares in Q3 2026, an estimated $54.7K.
State Street SPDR Portfolio Long Term Treasury Index ETF made up 0.07% of Global Financial Private Client's portfolio in Q3 2026, its #217 holding.
Global Financial Private Client first reported a position in State Street SPDR Portfolio Long Term Treasury Index ETF in Q4 2019 and has held it in 21 quarters since.
Global Financial Private Client's State Street SPDR Portfolio Long Term Treasury Index ETF position peaked at $559K in Q2 2025.
239 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury Index ETF as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.