Legacy Wealth Partners (Colorado)’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Legacy Wealth Partners (Colorado)’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	$971K	Buy	37,011 +10,558	+40%	+$275K	0.22%	72
2026 Q1	$696K	Sell	26,453 -8,784	-25%	-$234K	0.17%	78
2025 Q4	$933K	Buy	+35,237	New	+$951K	0.24%	68

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

Legacy Wealth Partners (Colorado)'s SPTL Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 40% in Q2 2026, buying an estimated $275K and bringing the position to 37,011 shares worth $971K. The position accounts for 0.22% of the portfolio, ranked #72.

Legacy Wealth Partners (Colorado) first reported a position in SPTL in Q4 2025 and has held it in 3 quarters since. 475 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Legacy Wealth Partners (Colorado) held 37,011 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $971K as of Q2 2026.
Legacy Wealth Partners (Colorado) bought 10,558 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $275K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.22% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #72 holding.
Legacy Wealth Partners (Colorado) first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
475 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.