LifePlan Investment Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

LifePlan Investment Advisors’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	$605K	Buy	23,067 +1,757	+8%	+$45.8K	0.21%	87
2026 Q1	$560K	Buy	21,310 +2,976	+16%	+$79.3K	0.22%	83
2025 Q4	$485K	Buy	18,334 +2,759	+18%	+$74.4K	0.2%	82
2025 Q3	$420K	Buy	15,575 +3,215	+26%	+$84.9K	0.18%	82
2025 Q2	$329K	Sell	12,360 -12,214	-50%	-$321K	0.16%	87
2025 Q1	$670K	Buy	24,574 +9,271	+61%	+$247K	0.39%	60
2024 Q4	$401K	Buy	15,303 +4,150	+37%	+$114K	0.25%	71
2024 Q3	$324K	Buy	11,153 +3,081	+38%	+$87.9K	0.21%	72
2024 Q2	$220K	Buy	+8,072	New	+$218K	0.16%	81

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

LifePlan Investment Advisors's SPTL Position: Q2 2026 in Review

LifePlan Investment Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 8.2% in Q2 2026, buying an estimated $45.8K and bringing the position to 23,067 shares worth $605K. The position accounts for 0.21% of the portfolio, ranked #87.

LifePlan Investment Advisors first reported a position in SPTL in Q2 2024 and has held it in 9 quarters since. The position peaked at $670K in Q1 2025. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

LifePlan Investment Advisors held 23,067 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $605K as of Q2 2026.
LifePlan Investment Advisors bought 1,757 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $45.8K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.21% of LifePlan Investment Advisors's portfolio in Q2 2026, its #87 holding.
LifePlan Investment Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
LifePlan Investment Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $670K in Q1 2025.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.