Kingdom Financial Group’s State Street SPDR Portfolio Long Term Treasury Index ETF SPTL Stock Holding History

Kingdom Financial Group’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 Q3	$68.8K	Sell	2,883 -79	-3%	-$1.99K	0.02%	232
2026 Q2	$77.7K	Sell	2,962 -10,067	-77%	-$262K	0.02%	208
2026 Q1	$343K	Sell	13,029 -1,001	-7%	-$26.7K	0.1%	98
2025 Q4	$371K	Buy	+14,030	New	+$379K	0.11%	88
2025 Q2	–	Sell	-12,794	Closed	-$349K	–	68
2025 Q1	$349K	Sell	12,794 -1,158	-8%	-$30.9K	0.26%	34
2024 Q4	$365K	Buy	13,952 +203	+1%	+$5.56K	0.25%	33
2024 Q3	$400K	Sell	13,749 -1,987	-13%	-$56.7K	0.3%	31
2024 Q2	$428K	Sell	15,736 -917	-6%	-$24.8K	0.29%	32
2024 Q1	$465K	Sell	16,653 -770	-4%	-$21.5K	0.33%	31
2023 Q4	$506K	Buy	17,423 +2,184	+14%	+$58.2K	0.44%	44
2023 Q3	$399K	Buy	15,239 +3,903	+34%	+$110K	0.38%	41
2023 Q2	$339K	Buy	+11,336	New	+$342K	0.33%	47

Other funds holding SPTL

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Kingdom Financial Group's SPTL Position: Q3 2026 in Review

Kingdom Financial Group reduced its State Street SPDR Portfolio Long Term Treasury Index ETF (SPTL) stake by 2.7% in Q3 2026, selling an estimated $1.99K and leaving 2,883 shares worth $68.8K. The position accounts for 0.02% of the portfolio, ranked #232.

Kingdom Financial Group first reported a position in SPTL in Q2 2023 and has held it in 12 quarters since. The position peaked at $506K in Q4 2023. 311 funds tracked by Wall St. Rank hold SPTL as of Q3 2026.

Kingdom Financial Group held 2,883 shares of State Street SPDR Portfolio Long Term Treasury Index ETF worth $68.8K as of Q3 2026.
Kingdom Financial Group sold 79 State Street SPDR Portfolio Long Term Treasury Index ETF shares in Q3 2026, an estimated $1.99K.
State Street SPDR Portfolio Long Term Treasury Index ETF made up 0.02% of Kingdom Financial Group's portfolio in Q3 2026, its #232 holding.
Kingdom Financial Group first reported a position in State Street SPDR Portfolio Long Term Treasury Index ETF in Q2 2023 and has held it in 12 quarters since.
Kingdom Financial Group's State Street SPDR Portfolio Long Term Treasury Index ETF position peaked at $506K in Q4 2023.
311 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury Index ETF as of Q3 2026.

Based on Kingdom Financial Group's 13F filing for Q3 2026, filed 4 Nov 2026.