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Holistic Planning’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Holistic Planning’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
-31,284
Closed -$823K – 347
2026
Q1 		$823K Buy
31,284
+11,215
+56% +$299K 0.16% 118
2025
Q4 		$531K Buy
+20,069
New +$542K 0.11% 154

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

Holistic Planning's SPTL Position: Q2 2026 in Review

Holistic Planning sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026, closing a stake of 31,284 shares — an estimated $823K sold.

Holistic Planning first reported a position in SPTL in Q4 2025 and held it in 2 quarters. The position peaked at $823K in Q1 2026. 479 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Holistic Planning reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Holistic Planning sold 31,284 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $823K.
  • Holistic Planning first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2025 and held it in 2 quarters.
  • Holistic Planning's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $823K in Q1 2026.
  • 479 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.