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Hoxton Planning & Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Hoxton Planning & Management’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
Q3 		– Sell
-9,188
Closed -$241K – 238
2026
Q2 		$241K Sell
9,188
-249
-3% -$6.49K 0.06% 202
2026
Q1 		$248K Buy
+9,437
New +$251K 0.07% 191

Other funds holding SPTL

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
SWA
Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Hudock Inc
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

Hoxton Planning & Management's SPTL Position: Q3 2026 in Review

Hoxton Planning & Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2026, closing a stake of 9,188 shares — an estimated $241K sold.

Hoxton Planning & Management first reported a position in SPTL in Q1 2026 and held it in 2 quarters. The position peaked at $248K in Q1 2026. 103 funds tracked by Wall St. Rank hold SPTL as of Q3 2026.

  • Hoxton Planning & Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2026 after selling out during the quarter.
  • Hoxton Planning & Management sold 9,188 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2026, an estimated $241K.
  • Hoxton Planning & Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2026 and held it in 2 quarters.
  • Hoxton Planning & Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $248K in Q1 2026.
  • 103 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.