Independent Advisor Alliance’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Independent Advisor Alliance’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	$1.6M	Sell	60,936 -127,994	-68%	-$3.34M	0.04%	331
2026 Q1	$4.97M	Buy	188,930 +154,747	+453%	+$4.12M	0.05%	315
2025 Q4	$905K	Buy	34,183 +12,525	+58%	+$338K	0.02%	495
2025 Q3	$584K	Buy	21,658 +496	+2%	+$13.1K	0.02%	578
2025 Q2	$562K	Buy	21,162 +8,568	+68%	+$225K	0.02%	550
2025 Q1	$343K	Sell	12,594 -1,153,680	-99%	-$30.7M	0.01%	619
2024 Q4	$30.5M	Buy	1,166,274 +1,158,233	+14,404%	+$31.7M	0.4%	50
2024 Q3	$234K	Buy	+8,041	New	+$229K	0.01%	621
2020 Q1	–	Sell	-5,535	Closed	-$215K	–	803
2019 Q4	$215K	Buy	+5,535	New	+$221K	0.01%	802

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

Independent Advisor Alliance's SPTL Position: Q2 2026 in Review

Independent Advisor Alliance reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 68% in Q2 2026, selling an estimated $3.34M and leaving 60,936 shares worth $1.6M. The position accounts for 0.04% of the portfolio, ranked #331.

Independent Advisor Alliance first reported a position in SPTL in Q4 2019 and has held it in 9 quarters since. The position peaked at $30.5M in Q4 2024. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Independent Advisor Alliance held 60,936 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.6M as of Q2 2026.
Independent Advisor Alliance sold 127,994 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $3.34M.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.04% of Independent Advisor Alliance's portfolio in Q2 2026, its #331 holding.
Independent Advisor Alliance first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2019 and has held it in 9 quarters since.
Independent Advisor Alliance's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $30.5M in Q4 2024.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.