Koshinski Asset Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Koshinski Asset Management’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	$1.6M	Sell	60,971 -1,933	-3%	-$50.4K	0.09%	209
2026 Q1	$1.65M	Sell	62,904 -4,089	-6%	-$109K	0.1%	183
2025 Q4	$1.77M	Sell	66,993 -9,917	-13%	-$268K	0.11%	172
2025 Q3	$2.07M	Sell	76,910 -14,111	-16%	-$373K	0.14%	148
2025 Q2	$2.42M	Sell	91,021 -6,567	-7%	-$172K	0.18%	119
2025 Q1	$2.66M	Buy	97,588 +6,679	+7%	+$178K	0.23%	101
2024 Q4	$2.38M	Sell	90,909 -10,004	-10%	-$274K	0.2%	103
2024 Q3	$2.93M	Buy	100,913 +2,107	+2%	+$60.1K	0.25%	89
2024 Q2	$2.7M	Sell	98,806 -14,924	-13%	-$403K	0.25%	85
2024 Q1	$3.18M	Buy	+113,730	New	+$3.17M	0.33%	67
2023 Q4	–	Sell	-90,507	Closed	-$2.37M	–	628
2023 Q3	$2.37M	Sell	90,507 -6,402	-7%	-$180K	0.27%	83
2023 Q2	$2.9M	Buy	+96,909	New	+$2.93M	0.31%	71
2023 Q1	–	Sell	-47,515	Closed	-$1.38M	–	626
2022 Q4	$1.38M	Sell	47,515 -1,315	-3%	-$38.5K	0.13%	170
2022 Q3	$1.45M	Buy	48,830 +3,522	+8%	+$114K	0.17%	145
2022 Q2	$1.5M	Buy	45,308 +597	+1%	+$20.2K	0.15%	161
2022 Q1	$1.69M	Buy	44,711 +4,298	+11%	+$169K	0.14%	159
2021 Q4	$1.7M	Buy	40,413 +39,658	+5,253%	+$1.67M	0.14%	161
2021 Q3	$31.2K	Buy	+755	New	+$32K	﹤0.01%	1294
2021 Q2	–	Sell	-11,314	Closed	-$441K	–	614
2021 Q1	$441K	Buy	+11,314	New	+$470K	0.05%	394
2019 Q1	–	Sell	-12,813	Closed	-$449K	–	456
2018 Q4	$449K	Sell	12,813 -113	-0.9%	-$3.77K	0.11%	228
2018 Q3	$437K	Buy	12,926 +6,468	+100%	+$224K	0.06%	356
2018 Q2	$226K	Buy	+6,458	New	+$222K	0.07%	338

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

Koshinski Asset Management's SPTL Position: Q2 2026 in Review

Koshinski Asset Management reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 3.1% in Q2 2026, selling an estimated $50.4K and leaving 60,971 shares worth $1.6M. The position accounts for 0.09% of the portfolio, ranked #209.

Koshinski Asset Management first reported a position in SPTL in Q2 2018 and has held it in 22 quarters since. The position peaked at $3.18M in Q1 2024. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Koshinski Asset Management held 60,971 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.6M as of Q2 2026.
Koshinski Asset Management sold 1,933 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $50.4K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.09% of Koshinski Asset Management's portfolio in Q2 2026, its #209 holding.
Koshinski Asset Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2018 and has held it in 22 quarters since.
Koshinski Asset Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $3.18M in Q1 2024.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.