KWB Wealth’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

KWB Wealth’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	$8.7M	Buy	331,642 +93,443	+39%	+$2.44M	0.74%	40
2026 Q1	$6.31M	Sell	238,199 -4,304	-2%	-$115K	0.62%	42
2025 Q4	$6.42M	Buy	242,503 +2,426	+1%	+$65.5K	0.61%	42
2025 Q3	$6.38M	Buy	240,077 +35,596	+17%	+$940K	0.71%	34
2025 Q2	$5.57M	Buy	204,481 +106,045	+108%	+$2.78M	0.68%	33
2025 Q1	$2.58M	Buy	98,436 +15,972	+19%	+$426K	0.31%	45
2024 Q4	$2.4M	Sell	82,464 -35,892	-30%	-$983K	0.3%	43
2024 Q3	$3.22M	Buy	118,356 +21,359	+22%	+$609K	0.42%	33
2024 Q2	$2.71M	Sell	96,997 -1,771	-2%	-$47.8K	0.37%	36
2024 Q1	$2.76M	Buy	98,768 +3,683	+4%	+$103K	0.37%	35
2023 Q4	$2.76M	Buy	95,085 +41,334	+77%	+$1.1M	0.4%	32
2023 Q3	$1.61M	Sell	53,751 -1,855	-3%	-$52.2K	0.26%	40
2023 Q2	$1.66M	Sell	55,606 -35,198	-39%	-$1.06M	0.26%	40
2023 Q1	$2.64M	Buy	90,804 +294	+0.3%	+$8.93K	0.49%	30
2022 Q4	$2.63M	Buy	90,510 +1,735	+2%	+$50.8K	0.5%	28
2022 Q3	$2.63M	Sell	88,775 -2,341	-3%	-$76K	0.53%	27
2022 Q2	$3.01M	Buy	+91,116	New	+$3.09M	0.58%	26

Other funds holding SPTL

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

JESC

J.E. Simmons & Co Dallas, Texas $177M AUM

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

SFS

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

TFS

Targeted Financial Services Seminole, Florida $136M AUM

KWB Wealth's SPTL Position: Q2 2026 in Review

KWB Wealth increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 39% in Q2 2026, buying an estimated $2.44M and bringing the position to 331,642 shares worth $8.7M. The position accounts for 0.74% of the portfolio, ranked #40.

KWB Wealth first reported a position in SPTL in Q2 2022 and has held it in 17 quarters since. 59 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

KWB Wealth held 331,642 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $8.7M as of Q2 2026.
KWB Wealth bought 93,443 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $2.44M.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.74% of KWB Wealth's portfolio in Q2 2026, its #40 holding.
KWB Wealth first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2022 and has held it in 17 quarters since.
59 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.