Ironwood Wealth Management (Arizona)’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Ironwood Wealth Management (Arizona)’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	$536K	Sell	20,429 -34,566	-63%	-$901K	0.12%	34
2026 Q1	$1.45M	Sell	54,995 -988	-2%	-$26.3K	0.41%	20
2025 Q4	$1.48M	Sell	55,983 -925	-2%	-$25K	0.44%	20
2025 Q3	$1.53M	Sell	56,908 -36,639	-39%	-$967K	0.51%	19
2025 Q2	$2.49M	Buy	93,547 +49,983	+115%	+$1.31M	0.91%	17
2025 Q1	$1.19M	Buy	43,564 +25,820	+146%	+$688K	0.36%	22
2024 Q4	$465K	Sell	17,744 -9,004	-34%	-$247K	0.14%	30
2024 Q3	$778K	Sell	26,748 -13,756	-34%	-$392K	0.23%	27
2024 Q2	$1.1M	Buy	40,504 +35,310	+680%	+$953K	0.36%	24
2024 Q1	$145K	Sell	5,194 -173	-3%	-$4.83K	0.05%	35
2023 Q4	$156K	Buy	5,367 +3,179	+145%	+$84.7K	0.05%	34
2023 Q3	$57.2K	Buy	+2,188	New	+$61.6K	0.02%	38

Other funds holding SPTL

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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 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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Ironwood Wealth Management (Arizona)'s SPTL Position: Q2 2026 in Review

Ironwood Wealth Management (Arizona) reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 63% in Q2 2026, selling an estimated $901K and leaving 20,429 shares worth $536K. The position accounts for 0.12% of the portfolio, ranked #34.

Ironwood Wealth Management (Arizona) first reported a position in SPTL in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.49M in Q2 2025. 303 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Ironwood Wealth Management (Arizona) held 20,429 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $536K as of Q2 2026.
Ironwood Wealth Management (Arizona) sold 34,566 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $901K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.12% of Ironwood Wealth Management (Arizona)'s portfolio in Q2 2026, its #34 holding.
Ironwood Wealth Management (Arizona) first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
Ironwood Wealth Management (Arizona)'s State Street SPDR Portfolio Long Term Treasury ETF position peaked at $2.49M in Q2 2025.
303 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q2 2026, filed 30 Jul 2026.