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Horizon Financial Services’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Horizon Financial Services’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 		$3.4M Buy
129,647
+4,870
+4% +$127K 1.3% 18
2026
Q1 		$3.28M Buy
124,777
+3,414
+3% +$91K 1.45% 18
2025
Q4 		$3.21M Buy
121,363
+1,681
+1% +$45.4K 1.46% 19
2025
Q3 		$3.23M Buy
119,682
+4,232
+4% +$112K 1.54% 19
2025
Q2 		$3.07M Sell
115,450
-1,451
-1% -$38.1K 1.63% 17
2025
Q1 		$3.19M Buy
116,901
+10,727
+10% +$286K 1.78% 15
2024
Q4 		$2.78M Buy
106,174
+3,477
+3% +$95.2K 1.56% 18
2024
Q3 		$2.99M Buy
102,697
+940
+0.9% +$26.8K 1.77% 18
2024
Q2 		$2.77M Buy
101,757
+1,254
+1% +$33.8K 1.75% 17
2024
Q1 		$2.81M Buy
+100,503
New +$2.8M 1.8% 17
2022
Q4 		– Sell
-37,687
Closed -$1.12M – 57
2022
Q3 		$1.12M Sell
37,687
-69,093
-65% -$2.24M 0.99% 24
2022
Q2 		$3.53M Buy
106,780
+3,313
+3% +$112K 2.72% 14
2022
Q1 		$3.91M Buy
103,467
+73,191
+242% +$2.88M 2.49% 17
2021
Q4 		$1.28M Sell
30,276
-18,038
-37% -$757K 0.77% 25
2021
Q3 		$2M Buy
+48,314
New +$2.05M 1.31% 22

Other funds holding SPTL

AssetMark Inc
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Horizon Financial Services's SPTL Position: Q2 2026 in Review

Horizon Financial Services increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 3.9% in Q2 2026, buying an estimated $127K and bringing the position to 129,647 shares worth $3.4M. The position accounts for 1.3% of the portfolio, ranked #18.

Horizon Financial Services first reported a position in SPTL in Q3 2021 and has held it in 15 quarters since. The position peaked at $3.91M in Q1 2022. 203 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Horizon Financial Services held 129,647 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $3.4M as of Q2 2026.
  • Horizon Financial Services bought 4,870 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $127K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 1.3% of Horizon Financial Services's portfolio in Q2 2026, its #18 holding.
  • Horizon Financial Services first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2021 and has held it in 15 quarters since.
  • Horizon Financial Services's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $3.91M in Q1 2022.
  • 203 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.