Kingdom Financial Group’s State Street SPDR Portfolio Long Term Treasury 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 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kingdom Financial Group's SPTL Position: Q1 2026 in Review

Kingdom Financial Group reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 7.1% in Q1 2026, selling an estimated $26.7K and leaving 13,029 shares worth $343K. The position accounts for 0.1% of the portfolio, ranked #98.

Kingdom Financial Group first reported a position in SPTL in Q2 2023 and has held it in 10 quarters since. The position peaked at $506K in Q4 2023. 481 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

Kingdom Financial Group held 13,029 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $343K as of Q1 2026.
Kingdom Financial Group sold 1,001 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $26.7K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.1% of Kingdom Financial Group's portfolio in Q1 2026, its #98 holding.
Kingdom Financial Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2023 and has held it in 10 quarters since.
Kingdom Financial Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $506K in Q4 2023.
481 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.