JSW
SPTL icon

Journey Strategic Wealth’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Journey Strategic Wealth’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 		$6.7M Buy
254,588
+9,935
+4% +$265K 0.17% 43
2025
Q4 		$6.48M Buy
244,653
+1,731
+0.7% +$46.7K 0.17% 44
2025
Q3 		$6.55M Sell
242,922
-11,004
-4% -$291K 0.18% 41
2025
Q2 		$6.75M Buy
253,926
+17,628
+7% +$463K 0.22% 38
2025
Q1 		$6.44M Buy
236,298
+47,575
+25% +$1.27M 0.22% 38
2024
Q4 		$4.94M Sell
188,723
-5,119
-3% -$140K 0.18% 37
2024
Q3 		$5.63M Buy
193,842
+5,847
+3% +$167K 0.21% 30
2024
Q2 		$5.12M Buy
187,995
+31,252
+20% +$844K 0.22% 24
2024
Q1 		$4.38M Buy
156,743
+2,581
+2% +$72K 0.19% 26
2023
Q4 		$4.47M Buy
154,162
+19,724
+15% +$525K 0.21% 20
2023
Q3 		$3.52M Buy
134,438
+28,673
+27% +$807K 0.17% 25
2023
Q2 		$3.16M Buy
105,765
+29,178
+38% +$881K 0.14% 27
2023
Q1 		$2.37M Buy
76,587
+22,617
+42% +$687K 0.25% 29
2022
Q4 		$1.57M Sell
53,970
-803
-1% -$23.5K 0.18% 39
2022
Q3 		$1.62M Buy
54,773
+11,451
+26% +$372K 0.22% 27
2022
Q2 		$1.43M Buy
+43,322
New +$1.47M 0.19% 29

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 $56.3B AUM 17.83% 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 $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 Strategic Wealth's SPTL Position: Q1 2026 in Review

Journey Strategic Wealth increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 4.1% in Q1 2026, buying an estimated $265K and bringing the position to 254,588 shares worth $6.7M. The position accounts for 0.17% of the portfolio, ranked #43.

Journey Strategic Wealth first reported a position in SPTL in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.75M in Q2 2025. 482 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

  • Journey Strategic Wealth held 254,588 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $6.7M as of Q1 2026.
  • Journey Strategic Wealth bought 9,935 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $265K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.17% of Journey Strategic Wealth's portfolio in Q1 2026, its #43 holding.
  • Journey Strategic Wealth first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2022 and has held it in 16 quarters since.
  • Journey Strategic Wealth's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $6.75M in Q2 2025.
  • 482 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.