Impact Partnership Wealth’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Impact Partnership 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	$6.02M	Sell	229,442 -105,160	-31%	-$2.74M	0.59%	24
2026 Q1	$8.8M	Buy	334,602 +83,241	+33%	+$2.22M	1.09%	18
2025 Q4	$6.65M	Buy	251,361 +79,414	+46%	+$2.14M	0.85%	21
2025 Q3	$4.63M	Sell	171,947 -14,359	-8%	-$379K	0.69%	21
2025 Q2	$4.95M	Sell	186,306 -13,883	-7%	-$364K	0.91%	21
2025 Q1	$5.46M	Buy	200,189 +93,897	+88%	+$2.5M	1.17%	18
2024 Q4	$2.78M	Sell	106,292 -31,353	-23%	-$859K	0.56%	26
2024 Q3	$4M	Buy	137,645 +63,772	+86%	+$1.82M	0.9%	22
2024 Q2	$2.01M	Buy	73,873 +34,236	+86%	+$924K	0.53%	27
2024 Q1	$1.11M	Sell	39,637 -37,534	-49%	-$1.05M	0.44%	26
2023 Q4	$2.24M	Buy	77,171 +76,832	+22,664%	+$2.05M	0.82%	19
2023 Q3	$8.87K	Sell	339 -296	-47%	-$8.33K	﹤0.01%	613
2023 Q2	$19K	Buy	+635	New	+$19.2K	0.01%	346

Other funds holding SPTL

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Impact Partnership Wealth's SPTL Position: Q2 2026 in Review

Impact Partnership Wealth reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 31% in Q2 2026, selling an estimated $2.74M and leaving 229,442 shares worth $6.02M. The position accounts for 0.59% of the portfolio, ranked #24.

Impact Partnership Wealth first reported a position in SPTL in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.8M in Q1 2026. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Impact Partnership Wealth held 229,442 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $6.02M as of Q2 2026.
Impact Partnership Wealth sold 105,160 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $2.74M.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.59% of Impact Partnership Wealth's portfolio in Q2 2026, its #24 holding.
Impact Partnership Wealth first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
Impact Partnership Wealth's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $8.8M in Q1 2026.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.