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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$286M Buy
10,918,643
+2,179,060
+25% +$56.8M 0.06% 303
2026
Q1
$230M Sell
8,739,583
-3,370,726
-28% -$89.8M 0.06% 305
2025
Q4
$321M Buy
12,110,309
+2,205,261
+22% +$59.5M 0.09% 213
2025
Q3
$267M Buy
9,905,048
+523,102
+6% +$13.8M 0.08% 241
2025
Q2
$249M Sell
9,381,946
-1,285,431
-12% -$33.7M 0.08% 231
2025
Q1
$291M Buy
10,667,377
+277,771
+3% +$7.4M 0.11% 170
2024
Q4
$272M Sell
10,389,606
-622,335
-6% -$17M 0.11% 164
2024
Q3
$320M Buy
11,011,941
+1,239,586
+13% +$35.4M 0.14% 135
2024
Q2
$266M Sell
9,772,355
-17,481
-0.2% -$472K 0.13% 143
2024
Q1
$274M Buy
9,789,836
+254,754
+3% +$7.11M 0.15% 136
2023
Q4
$277M Buy
9,535,082
+1,123,328
+13% +$29.9M 0.17% 118
2023
Q3
$220M Sell
8,411,754
-458,312
-5% -$12.9M 0.15% 125
2023
Q2
$265M Buy
8,870,066
+1,467,797
+20% +$44.3M 0.19% 107
2023
Q1
$229M Buy
7,402,269
+1,529,546
+26% +$46.5M 0.18% 112
2022
Q4
$170M Buy
5,872,723
+444,157
+8% +$13M 0.15% 131
2022
Q3
$161M Buy
5,428,566
+1,164,011
+27% +$37.8M 0.16% 129
2022
Q2
$141M Buy
4,264,555
+648,855
+18% +$22M 0.13% 148
2022
Q1
$137M Buy
3,615,700
+1,286,313
+55% +$50.7M 0.12% 162
2021
Q4
$98.2M Buy
2,329,387
+401,325
+21% +$16.9M 0.08% 225
2021
Q3
$79.6M Buy
1,928,062
+110,852
+6% +$4.71M 0.07% 246
2021
Q2
$75.1M Sell
1,817,210
-131,350
-7% -$5.26M 0.08% 241
2021
Q1
$76M Sell
1,948,560
-112,665
-5% -$4.68M 0.09% 222
2020
Q4
$93M Sell
2,061,225
-125,613
-6% -$5.71M 0.12% 165
2020
Q3
$102M Buy
2,186,838
+714,796
+49% +$33.9M 0.16% 127
2020
Q2
$69.1M Buy
1,472,042
+575,607
+64% +$27.1M 0.12% 156
2020
Q1
$42.3M Buy
896,435
+65,045
+8% +$2.78M 0.09% 194
2019
Q4
$32.3M Buy
831,390
+195,404
+31% +$7.81M 0.06% 259
2019
Q3
$26.1M Buy
635,986
+39,048
+7% +$1.56M 0.05% 279
2019
Q2
$22.8M Sell
596,938
-3,117
-0.5% -$114K 0.05% 296
2019
Q1
$21.8M Buy
600,055
+79,718
+15% +$2.79M 0.05% 293
2018
Q4
$18.2M Buy
520,337
+472,319
+984% +$15.8M 0.05% 296
2018
Q3
$1.62M Buy
48,018
+11,612
+32% +$401K ﹤0.01% 1320
2018
Q2
$1.27M Sell
36,406
-29,273
-45% -$1.01M ﹤0.01% 1464
2018
Q1
$2.31M Buy
65,679
+4,000
+6% +$139K 0.01% 1032
2017
Q4
$2.26M Sell
61,679
-25,353
-29% -$917K 0.01% 994
2017
Q3
$3.13M Buy
87,032
+81,116
+1,371% +$2.94M 0.01% 783
2017
Q2
$213K Sell
5,916
-7,010
-54% -$250K ﹤0.01% 2542
2017
Q1
$454K Sell
12,926
-678
-5% -$23.5K ﹤0.01% 1889
2016
Q4
$470K Sell
13,604
-43,730
-76% -$1.58M ﹤0.01% 1794
2016
Q3
$2.23M Sell
57,334
-36,832
-39% -$1.47M 0.02% 718
2016
Q2
$3.86M Sell
94,166
-62,982
-40% -$2.39M 0.03% 460
2016
Q1
$5.99M Buy
157,148
+65,316
+71% +$2.42M 0.02% 633
2015
Q4
$3.22M Buy
91,832
+49,144
+115% +$1.73M 0.01% 918
2015
Q3
$1.52M Buy
+42,688
New +$1.5M 0.01% 978
2015
Q2
Sell
-30,130
Closed -$1.15M 2938
2015
Q1
$1.15M Buy
30,130
+6,728
+29% +$253K 0.01% 1258
2014
Q4
$853K Buy
+23,402
New +$822K ﹤0.01% 1419
2013
Q3
Sell
-7,704
Closed -$247K 2584
2013
Q2
$247K Buy
+7,704
New +$263K ﹤0.01% 2045

Other funds holding SPTL

LPL Financial's SPTL Position: Q2 2026 in Review

LPL Financial increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 25% in Q2 2026, buying an estimated $56.8M and bringing the position to 10,918,643 shares worth $286M. The position accounts for 0.06% of the portfolio, ranked #303.

LPL Financial first reported a position in SPTL in Q2 2013 and has held it in 47 quarters since. The position peaked at $321M in Q4 2025. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • LPL Financial held 10,918,643 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $286M as of Q2 2026.
  • LPL Financial bought 2,179,060 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $56.8M.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.06% of LPL Financial's portfolio in Q2 2026, its #303 holding.
  • LPL Financial first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2013 and has held it in 47 quarters since.
  • LPL Financial's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $321M in Q4 2025.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.