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Larson Financial Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Larson 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 		$52.9K Hold
2,012
– – ﹤0.01% 1323
2025
Q4 		$53.3K Buy
2,012
+1,956
+3,493% +$52.8K ﹤0.01% 1196
2025
Q3 		$1.5K Buy
56
+44
+367% +$1.16K ﹤0.01% 2804
2025
Q2 		$309 Sell
12
-13
-52% -$341 ﹤0.01% 2968
2025
Q1 		$668 Buy
25
+14
+127% +$373 ﹤0.01% 2497
2024
Q4 		$299 Hold
11
– – ﹤0.01% 2334
2024
Q3 		$328 Sell
11
-9
-45% -$257 ﹤0.01% 2235
2024
Q2 		$549 Hold
20
– – ﹤0.01% 1818
2024
Q1 		$561 Sell
20
-106
-84% -$2.96K ﹤0.01% 1537
2023
Q4 		$3.66K Sell
126
-6
-5% -$160 ﹤0.01% 1258
2023
Q3 		$3.45K Sell
132
-488
-79% -$13.7K ﹤0.01% 1255
2023
Q2 		$18.5K Buy
620
+106
+21% +$3.2K ﹤0.01% 760
2023
Q1 		$15.9K Buy
514
+2
+0.4% +$61 ﹤0.01% 805
2022
Q4 		$14.9K Buy
+512
New +$15K ﹤0.01% 761
2021
Q4 		– Sell
-182
Closed -$8K – 1169
2021
Q3 		$8K Buy
+182
New +$7.72K ﹤0.01% 638
2021
Q2 		– Sell
-5
Closed – – 933
2021
Q1 		$0 Hold
5
– – ﹤0.01% 925
2020
Q4 		$0 Buy
+5
New +$227 ﹤0.01% 842

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Financial Engines Advisors
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Larson Financial Group held its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) position steady in Q1 2026 at 2,012 shares worth $52.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

Larson Financial Group first reported a position in SPTL in Q4 2020 and has held it in 17 quarters since. The position peaked at $53.3K in Q4 2025. 481 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

  • Larson Financial Group held 2,012 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $52.9K as of Q1 2026.
  • Larson Financial Group left its State Street SPDR Portfolio Long Term Treasury ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1323 holding.
  • Larson Financial Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2020 and has held it in 17 quarters since.
  • Larson Financial Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $53.3K in Q4 2025.
  • 481 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.