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 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

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

Kingdom Financial Group's SPTL Position: Q2 2026 in Review

Kingdom Financial Group reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 77% in Q2 2026, selling an estimated $262K and leaving 2,962 shares worth $77.7K. The position accounts for 0.02% of the portfolio, ranked #208.

Kingdom Financial Group first reported a position in SPTL in Q2 2023 and has held it in 11 quarters since. The position peaked at $506K in Q4 2023. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Kingdom Financial Group held 2,962 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $77.7K as of Q2 2026.
Kingdom Financial Group sold 10,067 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $262K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.02% of Kingdom Financial Group's portfolio in Q2 2026, its #208 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 11 quarters since.
Kingdom Financial Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $506K in Q4 2023.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.