Leo Wealth LLC
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Leo Wealth LLC’s State Street SPDR Portfolio Long Term Treasury Index ETF SPTL Stock Holding History

Leo Wealth LLC’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 		$2.33M Buy
+97,523
New +$2.45M 0.49% 45

Other funds holding SPTL

Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
One Day In July LLC
One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Leo Wealth LLC's SPTL Position: Q3 2026 in Review

Leo Wealth LLC opened a new position in State Street SPDR Portfolio Long Term Treasury Index ETF (SPTL) in Q3 2026: 97,523 shares worth $2.33M. The stake represents 0.49% of the portfolio and ranks #45 among its holdings.

291 funds tracked by Wall St. Rank hold SPTL as of Q3 2026.

  • Leo Wealth LLC held 97,523 shares of State Street SPDR Portfolio Long Term Treasury Index ETF worth $2.33M as of Q3 2026.
  • State Street SPDR Portfolio Long Term Treasury Index ETF was a new Leo Wealth LLC position in Q3 2026.
  • State Street SPDR Portfolio Long Term Treasury Index ETF made up 0.49% of Leo Wealth LLC's portfolio in Q3 2026, its #45 holding.
  • 291 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury Index ETF as of Q3 2026.

Based on Leo Wealth LLC's 13F filing for Q3 2026, filed 26 Oct 2026.