IFP Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

IFP Advisors’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	$1.33M	Buy	50,870 +5,058	+11%	+$132K	0.02%	619
2026 Q1	$1.2M	Buy	45,812 +16,119	+54%	+$429K	0.03%	611
2025 Q4	$786K	Buy	29,693 +9,226	+45%	+$249K	0.02%	754
2025 Q3	$552K	Buy	20,467 +445	+2%	+$11.7K	0.01%	820
2025 Q2	$532K	Buy	20,022 +13,236	+195%	+$347K	0.02%	808
2025 Q1	$185K	Sell	6,786 -18,483	-73%	-$493K	0.01%	1212
2024 Q4	$662K	Buy	25,269 +17,411	+222%	+$477K	0.02%	641
2024 Q3	$228K	Sell	7,858 -43,053	-85%	-$1.23M	0.01%	1026
2024 Q2	$1.39M	Buy	50,911 +8,679	+21%	+$234K	0.06%	358
2024 Q1	$1.18M	Buy	42,232 +3,307	+8%	+$92.3K	0.05%	375
2023 Q4	$1.13M	Sell	38,925 -26,153	-40%	-$696K	0.05%	361
2023 Q3	$1.7M	Sell	65,078 -14,226	-18%	-$400K	0.08%	276
2023 Q2	$2.37M	Buy	79,304 +64,545	+437%	+$1.95M	0.1%	220
2023 Q1	$511K	Sell	14,759 -20,458	-58%	-$621K	0.02%	602
2022 Q4	$1.22M	Buy	35,217 +3,718	+12%	+$109K	0.03%	545
2022 Q3	$1.1M	Sell	31,499 -11,924	-27%	-$387K	0.03%	611
2022 Q2	$1.5M	Hold	43,423	–	–	0.05%	445
2022 Q1	$1.5M	Sell	43,423 -164,246	-79%	-$6.47M	0.05%	445
2021 Q4	$8.76M	Buy	207,669 +180,405	+662%	+$7.58M	0.17%	69
2021 Q3	$1.13M	Buy	27,264 +22,675	+494%	+$962K	0.02%	370
2021 Q2	$192K	Sell	4,589 -193	-4%	-$7.72K	﹤0.01%	927
2021 Q1	$187K	Sell	4,782 -8,547	-64%	-$355K	﹤0.01%	868
2020 Q4	$599K	Sell	13,329 -57,426	-81%	-$2.61M	0.02%	456
2020 Q3	$3.31M	Buy	70,755 +31,872	+82%	+$1.51M	0.2%	100
2020 Q2	$1.83M	Sell	38,883 -9,614	-20%	-$453K	0.15%	151
2020 Q1	$2.27M	Sell	48,497 -62,422	-56%	-$2.67M	0.23%	102
2019 Q4	$4.37M	Sell	110,919 -39,818	-26%	-$1.59M	0.33%	66
2019 Q3	$6.18M	Buy	+150,737	New	+$6.02M	0.41%	55
2019 Q1	$55K	Sell	1,472 -4,620	-76%	-$162K	0.01%	929
2018 Q4	$212K	Buy	6,092 +1,027	+20%	+$34.3K	0.01%	841
2018 Q3	$171K	Buy	5,065 +2,937	+138%	+$102K	0.01%	1165
2018 Q2	$75K	Buy	2,128 +1,282	+152%	+$44.1K	﹤0.01%	1664
2018 Q1	$31K	Hold	846	–	–	﹤0.01%	2110
2017 Q4	$31K	Buy	846 +686	+429%	+$24.8K	﹤0.01%	2135
2017 Q3	$6K	Hold	160	–	–	﹤0.01%	3325
2017 Q2	$6K	Sell	160 -92	-37%	-$3.28K	﹤0.01%	3319
2017 Q1	$9K	Buy	252 +220	+688%	+$7.63K	﹤0.01%	2997
2016 Q4	$1K	Sell	32 -2,614	-99%	-$94.5K	﹤0.01%	3833
2016 Q3	$105K	Buy	2,646 +2,232	+539%	+$89K	0.01%	1333
2016 Q2	$17K	Sell	414 -2,530	-86%	-$96.2K	﹤0.01%	2458
2016 Q1	$55K	Buy	+2,944	New	+$109K	0.01%	927

Other funds holding SPTL

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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 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

IFP Advisors's SPTL Position: Q2 2026 in Review

IFP Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 11% in Q2 2026, buying an estimated $132K and bringing the position to 50,870 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #619.

IFP Advisors first reported a position in SPTL in Q1 2016 and has held it in 41 quarters since. The position peaked at $8.76M in Q4 2021. 117 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

IFP Advisors held 50,870 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.33M as of Q2 2026.
IFP Advisors bought 5,058 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $132K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #619 holding.
IFP Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2016 and has held it in 41 quarters since.
IFP Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $8.76M in Q4 2021.
117 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.