Keating Financial Advisory Services’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Keating Financial Advisory Services’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	$1.39M	Buy	53,000 +42,307	+396%	+$1.1M	0.18%	84
2026 Q1	$281K	Buy	10,693 +3,475	+48%	+$92.6K	0.05%	274
2025 Q4	$191K	Buy	+7,218	New	+$195K	0.03%	374

Other funds holding SPTL

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 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

Keating Financial Advisory Services's SPTL Position: Q2 2026 in Review

Keating Financial Advisory Services increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 396% in Q2 2026, buying an estimated $1.1M and bringing the position to 53,000 shares worth $1.39M. The position accounts for 0.18% of the portfolio, ranked #84.

Keating Financial Advisory Services first reported a position in SPTL in Q4 2025 and has held it in 3 quarters since. 483 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Keating Financial Advisory Services held 53,000 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.39M as of Q2 2026.
Keating Financial Advisory Services bought 42,307 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $1.1M.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.18% of Keating Financial Advisory Services's portfolio in Q2 2026, its #84 holding.
Keating Financial Advisory Services first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
483 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.