Mosley Wealth Management
SPTL icon

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

Mosley Wealth Management’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 		$3.08K Hold
126
– – ﹤0.01% 457
2026
Q2 		$3.3K Hold
126
– – ﹤0.01% 459
2026
Q1 		$3.4K Buy
+126
New +$3.36K ﹤0.01% 362

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mosley Wealth Management's SPTL Position: Q3 2026 in Review

Mosley Wealth Management held its State Street SPDR Portfolio Long Term Treasury Index ETF (SPTL) position steady in Q3 2026 at 126 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Mosley Wealth Management first reported a position in SPTL in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.4K in Q1 2026. 379 funds tracked by Wall St. Rank hold SPTL as of Q3 2026.

  • Mosley Wealth Management held 126 shares of State Street SPDR Portfolio Long Term Treasury Index ETF worth $3.08K as of Q3 2026.
  • Mosley Wealth Management left its State Street SPDR Portfolio Long Term Treasury Index ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio Long Term Treasury Index ETF made up ﹤0.01% of Mosley Wealth Management's portfolio in Q3 2026, its #457 holding.
  • Mosley Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury Index ETF in Q1 2026 and has held it in 3 quarters since.
  • Mosley Wealth Management's State Street SPDR Portfolio Long Term Treasury Index ETF position peaked at $3.4K in Q1 2026.
  • 379 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury Index ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.