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

Lifeworks 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	–	Sell	-8,679	Closed	-$228K	–	345
2026 Q1	$228K	Buy	8,679 +728	+9%	+$19.4K	0.03%	280
2025 Q4	$210K	Buy	7,951 +82	+1%	+$2.21K	0.03%	316
2025 Q3	$212K	Sell	7,869 -6	-0.1%	-$158	0.03%	317
2025 Q2	$209K	Sell	7,875 -151	-2%	-$3.96K	0.03%	303
2025 Q1	$219K	Sell	8,026 -6,978	-47%	-$186K	0.04%	286
2024 Q4	$393K	Buy	15,004 +331	+2%	+$9.07K	0.07%	198
2024 Q3	$427K	Buy	+14,673	New	+$419K	0.08%	184
2023 Q3	–	Sell	-10,313	Closed	-$308K	–	192
2023 Q2	$308K	Sell	10,313 -41,690	-80%	-$1.26M	0.13%	124
2023 Q1	$1.61M	Sell	52,003 -4,109	-7%	-$125K	0.76%	43
2022 Q4	$1.63M	Buy	56,112 +4,704	+9%	+$138K	0.92%	36
2022 Q3	$1.44M	Buy	51,408 +35,397	+221%	+$1.15M	0.82%	43
2022 Q2	$529K	Buy	16,011 +6,965	+77%	+$236K	0.34%	87
2022 Q1	$342K	Buy	9,046 +1,019	+13%	+$40.1K	0.23%	93
2021 Q4	$338K	Buy	+8,027	New	+$337K	0.27%	94

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

Lifeworks Advisors's SPTL Position: Q2 2026 in Review

Lifeworks Advisors sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026, closing a stake of 8,679 shares — an estimated $228K sold.

Lifeworks Advisors first reported a position in SPTL in Q4 2021 and held it in 14 quarters. The position peaked at $1.63M in Q4 2022. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Lifeworks Advisors reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Lifeworks Advisors sold 8,679 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $228K.
Lifeworks Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2021 and held it in 14 quarters.
Lifeworks Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.63M in Q4 2022.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.