Key Financial Inc’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Key Financial Inc’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	–	Sell	-1,540	Closed	-$40.5K	–	1443
2026 Q1	$40.5K	Hold	1,540	–	–	0.01%	571
2025 Q4	$40.8K	Buy	1,540 +120	+8%	+$3.24K	0.01%	569
2025 Q3	$38.2K	Hold	1,420	–	–	0.01%	575
2025 Q2	$37.7K	Hold	1,420	–	–	0.01%	555
2025 Q1	$38.7K	Hold	1,420	–	–	0.01%	523
2024 Q4	$37.2K	Hold	1,420	–	–	0.01%	528
2024 Q3	$41.3K	Hold	1,420	–	–	0.01%	509
2024 Q2	$38.7K	Hold	1,420	–	–	0.01%	509
2024 Q1	$39.7K	Buy	1,420 +175	+14%	+$4.88K	0.01%	477
2023 Q4	$36.1K	Buy	1,245 +1,165	+1,456%	+$31K	0.01%	479
2023 Q3	$2.09K	Hold	80	–	–	﹤0.01%	1108
2023 Q2	$2.39K	Hold	80	–	–	﹤0.01%	1142
2023 Q1	$2.47K	Hold	80	–	–	﹤0.01%	927
2022 Q4	$2.37K	Hold	80	–	–	﹤0.01%	929
2022 Q3	$2K	Buy	+80	New	+$2.6K	﹤0.01%	975

Other funds holding SPTL

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 22.96% 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

Key Financial Inc's SPTL Position: Q2 2026 in Review

Key Financial Inc sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026, closing a stake of 1,540 shares — an estimated $40.5K sold.

Key Financial Inc first reported a position in SPTL in Q3 2022 and held it in 15 quarters. The position peaked at $41.3K in Q3 2024. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Key Financial Inc reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 1,540 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $40.5K.
Key Financial Inc first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2022 and held it in 15 quarters.
Key Financial Inc's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $41.3K in Q3 2024.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.