Maia Wealth’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Maia Wealth’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	$321K	Sell	12,244 -1,096	-8%	-$28.6K	0.05%	283
2026 Q1	$351K	Buy	13,340 +78	+0.6%	+$2.08K	0.06%	267
2025 Q4	$358K	Sell	13,262 -1,311	-9%	-$35.4K	0.06%	259
2025 Q3	$393K	Sell	14,573 -1,756	-11%	-$46.4K	0.07%	238
2025 Q2	$434K	Sell	16,329 -4,780	-23%	-$125K	0.08%	210
2025 Q1	$555K	Buy	21,109 +2,299	+12%	+$61.3K	0.13%	163
2024 Q4	$497K	Sell	18,810 -56	-0.3%	-$1.53K	0.11%	164
2024 Q3	$520K	Buy	18,866 +1,910	+11%	+$54.5K	0.13%	145
2024 Q2	$467K	Buy	+16,956	New	+$458K	0.14%	127
2023 Q4	$411K	Buy	+14,177	New	+$378K	0.17%	122

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

Maia Wealth's SPTL Position: Q2 2026 in Review

Maia Wealth reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 8.2% in Q2 2026, selling an estimated $28.6K and leaving 12,244 shares worth $321K. The position accounts for 0.05% of the portfolio, ranked #283.

Maia Wealth first reported a position in SPTL in Q4 2023 and has held it in 10 quarters since. The position peaked at $555K in Q1 2025. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Maia Wealth held 12,244 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $321K as of Q2 2026.
Maia Wealth sold 1,096 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $28.6K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.05% of Maia Wealth's portfolio in Q2 2026, its #283 holding.
Maia Wealth first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $555K in Q1 2025.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.