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Keystone Financial Group (Kentucky)’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Keystone Financial Group (Kentucky)’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 		$14M Buy
533,951
+202,388
+61% +$5.28M 0.83% 23
2026
Q1 		$8.72M Buy
331,563
+100,291
+43% +$2.67M 0.6% 35
2025
Q4 		$6.12M Sell
231,272
-46,718
-17% -$1.26M 0.45% 44
2025
Q3 		$7.49M Buy
277,990
+25,514
+10% +$674K 0.57% 34
2025
Q2 		$6.71M Buy
252,476
+69,159
+38% +$1.82M 0.61% 33
2025
Q1 		$5M Buy
183,317
+39,332
+27% +$1.05M 0.51% 39
2024
Q4 		$3.77M Buy
143,985
+13,790
+11% +$378K 0.37% 59
2024
Q3 		$3.78M Buy
+130,195
New +$3.71M 0.48% 41
2024
Q2 		– Sell
-127,030
Closed -$3.55M – 293
2024
Q1 		$3.55M Buy
127,030
+13,205
+12% +$368K 0.52% 39
2023
Q4 		$3.3M Buy
113,825
+6,382
+6% +$170K 0.57% 38
2023
Q3 		$2.81M Buy
107,443
+88,468
+466% +$2.49M 0.47% 47
2023
Q2 		$567K Buy
+18,975
New +$573K 0.1% 140

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
UBS Group
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s SPTL Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 61% in Q2 2026, buying an estimated $5.28M and bringing the position to 533,951 shares worth $14M. The position accounts for 0.83% of the portfolio, ranked #23.

Keystone Financial Group (Kentucky) first reported a position in SPTL in Q2 2023 and has held it in 12 quarters since. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 533,951 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $14M as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 202,388 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $5.28M.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.83% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #23 holding.
  • Keystone Financial Group (Kentucky) first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2023 and has held it in 12 quarters since.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.