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Holos Integrated Wealth’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Holos Integrated Wealth’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
-1
Closed -$26 – 411
2026
Q1 		$26 Buy
+1
New +$27 ﹤0.01% 411

Other funds holding SPTL

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
JESC
J.E. Simmons & Co Dallas, Texas $177M AUM

Holos Integrated Wealth's SPTL Position: Q2 2026 in Review

Holos Integrated Wealth sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026, closing a stake of 1 share — an estimated $26 sold.

Holos Integrated Wealth first reported a position in SPTL in Q1 2026 and held it in 1 quarter. The position peaked at $26 in Q1 2026. 117 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Holos Integrated Wealth reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Holos Integrated Wealth sold 1 State Street SPDR Portfolio Long Term Treasury ETF share in Q2 2026, an estimated $26.
  • Holos Integrated Wealth first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Holos Integrated Wealth's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $26 in Q1 2026.
  • 117 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.