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Journey Retirement Planning & Investment Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Journey Retirement Planning & Investment Management’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
Q1 		– Sell
-24,420
Closed -$646K – 225
2025
Q4 		$646K Buy
+24,420
New +$659K 0.13% 132

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Journey Retirement Planning & Investment Management's SPTL Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2026, closing a stake of 24,420 shares — an estimated $646K sold.

Journey Retirement Planning & Investment Management first reported a position in SPTL in Q4 2025 and held it in 1 quarter. The position peaked at $646K in Q4 2025. 481 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 24,420 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $646K.
  • Journey Retirement Planning & Investment Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $646K in Q4 2025.
  • 481 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.