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Goldstein Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Goldstein Advisors’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 		$512K Buy
19,516
+1,444
+8% +$37.6K 0.05% 129
2026
Q1 		$475K Buy
18,072
+1,214
+7% +$32.3K 0.05% 105
2025
Q4 		$446K Sell
16,858
-11,315
-40% -$305K 0.05% 108
2025
Q3 		$759K Buy
28,173
+19
+0.1% +$502 0.09% 77
2025
Q2 		$748K Buy
+28,154
New +$739K 0.1% 68

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

Goldstein Advisors's SPTL Position: Q2 2026 in Review

Goldstein Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 8% in Q2 2026, buying an estimated $37.6K and bringing the position to 19,516 shares worth $512K. The position accounts for 0.05% of the portfolio, ranked #129.

Goldstein Advisors first reported a position in SPTL in Q2 2025 and has held it in 5 quarters since. The position peaked at $759K in Q3 2025. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Goldstein Advisors held 19,516 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $512K as of Q2 2026.
  • Goldstein Advisors bought 1,444 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $37.6K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.05% of Goldstein Advisors's portfolio in Q2 2026, its #129 holding.
  • Goldstein Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Goldstein Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $759K in Q3 2025.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.