Hobart Private Capital’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Hobart Private Capital’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	$7.22M	Sell	275,378 -25,085	-8%	-$654K	1.24%	27
2026 Q1	$7.9M	Sell	300,463 -5,335	-2%	-$142K	1.55%	22
2025 Q4	$8.09M	Sell	305,798 -6,665	-2%	-$180K	1.58%	19
2025 Q3	$8.42M	Buy	312,463 +57,781	+23%	+$1.53M	1.76%	19
2025 Q2	$6.77M	Buy	254,682 +81,406	+47%	+$2.14M	1.54%	23
2025 Q1	$4.72M	Buy	173,276 +31,133	+22%	+$830K	1.18%	25
2024 Q4	$3.72M	Buy	142,143 +16,208	+13%	+$444K	0.92%	27
2024 Q3	$3.66M	Sell	125,935 -28,962	-19%	-$826K	0.94%	26
2024 Q2	$4.22M	Buy	154,897 +3,566	+2%	+$96.3K	1.2%	23
2024 Q1	$4.23M	Sell	151,331 -36,987	-20%	-$1.03M	1.29%	20
2023 Q4	$5.46M	Buy	188,318 +45,232	+32%	+$1.2M	1.81%	16
2023 Q3	$3.74M	Buy	143,086 +57,791	+68%	+$1.63M	1.42%	17
2023 Q2	$2.55M	Sell	85,295 -1,376,421	-94%	-$41.6M	0.95%	17
2023 Q1	$45.1M	Buy	+1,461,716	New	+$44.4M	17.8%	1

Other funds holding SPTL

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MPW

MA Private Wealth San Carlos, California $671M AUM 23.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Hobart Private Capital's SPTL Position: Q2 2026 in Review

Hobart Private Capital reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 8.3% in Q2 2026, selling an estimated $654K and leaving 275,378 shares worth $7.22M. The position accounts for 1.24% of the portfolio, ranked #27.

Hobart Private Capital first reported a position in SPTL in Q1 2023 and has held it in 14 quarters since. The position peaked at $45.1M in Q1 2023. 203 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Hobart Private Capital held 275,378 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $7.22M as of Q2 2026.
Hobart Private Capital sold 25,085 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $654K.
State Street SPDR Portfolio Long Term Treasury ETF made up 1.24% of Hobart Private Capital's portfolio in Q2 2026, its #27 holding.
Hobart Private Capital first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
Hobart Private Capital's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $45.1M in Q1 2023.
203 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.