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 Q3	$8.43M	Buy	353,594 +21,952	+7%	+$552K	0.72%	45
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

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

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

SWA

Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

ACM

Appalachian Capital Management St Clairsville, Ohio $139M AUM 11.61% 1-Year Est. Return

KWB Wealth's SPTL Position: Q3 2026 in Review

KWB Wealth increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 6.6% in Q3 2026, buying an estimated $552K and bringing the position to 353,594 shares worth $8.43M. The position accounts for 0.72% of the portfolio, ranked #45.

KWB Wealth first reported a position in SPTL in Q2 2022 and has held it in 18 quarters since. The position peaked at $8.7M in Q2 2026. 79 funds tracked by Wall St. Rank hold SPTL as of Q3 2026.

KWB Wealth held 353,594 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $8.43M as of Q3 2026.
KWB Wealth bought 21,952 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2026, an estimated $552K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.72% of KWB Wealth's portfolio in Q3 2026, its #45 holding.
KWB Wealth first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2022 and has held it in 18 quarters since.
KWB Wealth's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $8.7M in Q2 2026.
79 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.