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

Invested 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 		$1.08M Buy
41,292
+10,112
+32% +$264K 0.96% 25
2026
Q1 		$820K Buy
31,180
+1,365
+5% +$36.4K 0.83% 27
2025
Q4 		$789K Buy
+29,815
New +$804K 0.82% 29

Other funds holding SPTL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MPW
MA Private Wealth San Carlos, California $671M AUM 23.37% 1-Year Est. Return

Invested Advisors's SPTL Position: Q2 2026 in Review

Invested Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 32% in Q2 2026, buying an estimated $264K and bringing the position to 41,292 shares worth $1.08M. The position accounts for 0.96% of the portfolio, ranked #25.

Invested Advisors first reported a position in SPTL in Q4 2025 and has held it in 3 quarters since. 261 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Invested Advisors held 41,292 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.08M as of Q2 2026.
  • Invested Advisors bought 10,112 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $264K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.96% of Invested Advisors's portfolio in Q2 2026, its #25 holding.
  • Invested Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 261 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.