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Global Retirement Partners’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Global Retirement Partners’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 		$359K Buy
+13,705
New +$357K 0.01% 1204
2025
Q4 		$770K Buy
29,095
+3,329
+13% +$89.8K 0.01% 743
2025
Q3 		$694K Sell
25,766
-7,986
-24% -$211K 0.02% 645
2025
Q2 		$897K Buy
+33,752
New +$886K 0.02% 535
2024
Q4 		$587K Sell
22,399
-736
-3% -$20.2K 0.02% 581
2024
Q3 		$673K Sell
23,135
-3,936
-15% -$112K 0.02% 548
2024
Q2 		$737K Sell
27,071
-28,252
-51% -$763K 0.02% 503
2024
Q1 		$1.55M Buy
55,323
+13,847
+33% +$386K 0.06% 281
2023
Q4 		$1.16M Sell
41,476
-27,918
-40% -$743K 0.05% 314
2023
Q3 		$1.77M Buy
69,394
+50,593
+269% +$1.42M 0.09% 206
2023
Q2 		$562K Buy
18,801
+9,531
+103% +$288K 0.03% 421
2023
Q1 		$287K Buy
9,270
+2,303
+33% +$70K 0.02% 556
2022
Q4 		$202K Buy
6,967
+329
+5% +$9.63K 0.01% 590
2022
Q3 		$186K Sell
6,638
-21,063
-76% -$684K 0.01% 585
2022
Q2 		$916K Sell
27,701
-235
-0.8% -$7.96K 0.07% 257
2022
Q1 		$956K Buy
+27,936
New +$1.1M 0.08% 248
2021
Q4 		– Sell
-3,154
Closed -$130K – 1580
2021
Q3 		$130K Sell
3,154
-479
-13% -$20.3K 0.01% 575
2021
Q2 		$150K Sell
3,633
-628
-15% -$25.1K 0.02% 528
2021
Q1 		$166K Sell
4,261
-1,022
-19% -$42.5K 0.02% 448
2020
Q4 		$238K Buy
5,283
+2,533
+92% +$115K 0.03% 368
2020
Q3 		$129K Sell
2,750
-2,856
-51% -$135K 0.02% 438
2020
Q2 		$263K Sell
5,606
-3,662
-40% -$173K 0.04% 313
2020
Q1 		$438K Buy
9,268
+8,381
+945% +$358K 0.08% 211
2019
Q4 		$34K Sell
887
-173
-16% -$6.91K 0.01% 759
2019
Q3 		$43K Buy
+1,060
New +$42.3K 0.01% 660

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
UBS Group
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Global Retirement Partners's SPTL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026: 13,705 shares worth $359K. The stake represents 0.01% of the portfolio and ranks #1204 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SPTL as recently as Q4 2025.

Global Retirement Partners first reported a position in SPTL in Q3 2019 and has held it in 25 quarters since. The position peaked at $1.77M in Q3 2023. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Global Retirement Partners held 13,705 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $359K as of Q2 2026.
  • State Street SPDR Portfolio Long Term Treasury ETF was a new Global Retirement Partners position in Q2 2026.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1204 holding.
  • Global Retirement Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2019 and has held it in 25 quarters since.
  • Global Retirement Partners's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.77M in Q3 2023.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.