Golden State Equity Partners’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Golden State Equity 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	–	Sell	-150	Closed	-$3.94K	–	1564
2026 Q1	$3.94K	Buy	+150	New	+$4K	﹤0.01%	1534
2024 Q4	–	Sell	-13	Closed	-$377	–	814
2024 Q3	$377	Buy	+13	New	+$371	﹤0.01%	889

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

Golden State Equity Partners's SPTL Position: Q2 2026 in Review

Golden State Equity Partners sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026, closing a stake of 150 shares — an estimated $3.94K sold.

Golden State Equity Partners first reported a position in SPTL in Q3 2024 and held it in 2 quarters. The position peaked at $3.94K in Q1 2026. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Golden State Equity Partners reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 150 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $3.94K.
Golden State Equity Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2024 and held it in 2 quarters.
Golden State Equity Partners's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $3.94K in Q1 2026.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.