Hibernia Wealth Partners’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Hibernia Wealth 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	$324K	Sell	12,359 -90	-0.7%	-$2.35K	0.18%	56
2026 Q1	$327K	Buy	+12,449	New	+$332K	0.1%	83
2025 Q1	–	Sell	-20,660	Closed	-$541K	–	56
2024 Q4	$541K	Sell	20,660 -21,657	-51%	-$593K	0.35%	34
2024 Q3	$1.23M	Sell	42,317 -2,894	-6%	-$82.6K	0.37%	30
2024 Q2	$1.23M	Buy	45,211 +21,013	+87%	+$567K	0.43%	25
2024 Q1	$676K	Sell	24,198 -15,543	-39%	-$434K	0.46%	29
2023 Q4	$1.15M	Buy	39,741 +39,722	+209,063%	+$1.06M	0.86%	20
2023 Q3	$497	Buy	+19	New	+$535	﹤0.01%	317

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

Hibernia Wealth Partners's SPTL Position: Q2 2026 in Review

Hibernia Wealth Partners reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 0.72% in Q2 2026, selling an estimated $2.35K and leaving 12,359 shares worth $324K. The position accounts for 0.18% of the portfolio, ranked #56.

Hibernia Wealth Partners first reported a position in SPTL in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.23M in Q2 2024. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Hibernia Wealth Partners held 12,359 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $324K as of Q2 2026.
Hibernia Wealth Partners sold 90 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $2.35K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.18% of Hibernia Wealth Partners's portfolio in Q2 2026, its #56 holding.
Hibernia Wealth Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2023 and has held it in 8 quarters since.
Hibernia Wealth Partners's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.23M in Q2 2024.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.