Independent Financial Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Independent Financial Group’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	$4.1M	Buy	156,156 +8,541	+6%	+$223K	0.08%	252
2026 Q1	$3.88M	Buy	147,615 +9,792	+7%	+$261K	0.09%	226
2025 Q4	$3.65M	Buy	137,823 +63,163	+85%	+$1.7M	0.08%	229
2025 Q3	$2.01M	Buy	74,660 +7,177	+11%	+$189K	0.05%	381
2025 Q2	$1.79M	Buy	67,483 +19,039	+39%	+$500K	0.05%	376
2025 Q1	$1.32M	Sell	48,444 -9,533	-16%	-$254K	0.05%	403
2024 Q4	$1.52M	Buy	57,977 +2,055	+4%	+$56.3K	0.05%	362
2024 Q3	$1.63M	Buy	55,922 +11,790	+27%	+$336K	0.06%	323
2024 Q2	$1.2M	Buy	44,132 +31,047	+237%	+$838K	0.05%	354
2024 Q1	$366K	Buy	+13,085	New	+$365K	0.02%	702

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 Financial Group's SPTL Position: Q2 2026 in Review

Independent Financial Group increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 5.8% in Q2 2026, buying an estimated $223K and bringing the position to 156,156 shares worth $4.1M. The position accounts for 0.08% of the portfolio, ranked #252.

Independent Financial Group first reported a position in SPTL in Q1 2024 and has held it in 10 quarters since. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Independent Financial Group held 156,156 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $4.1M as of Q2 2026.
Independent Financial Group bought 8,541 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $223K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.08% of Independent Financial Group's portfolio in Q2 2026, its #252 holding.
Independent Financial Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.