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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
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

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

Hoxton Planning & Management's SPTL Position: Q2 2026 in Review

Hoxton Planning & Management reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 2.6% in Q2 2026, selling an estimated $6.49K and leaving 9,188 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #202.

Hoxton Planning & Management first reported a position in SPTL in Q1 2026 and has held it in 2 quarters since. The position peaked at $248K in Q1 2026. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Hoxton Planning & Management held 9,188 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $241K as of Q2 2026.
  • Hoxton Planning & Management sold 249 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $6.49K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.06% of Hoxton Planning & Management's portfolio in Q2 2026, its #202 holding.
  • Hoxton Planning & Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Hoxton Planning & Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $248K in Q1 2026.
  • 480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.