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Mosley Wealth Management’s State Street SPDR Portfolio Long Term Treasury 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
Q2 		$3.31K 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 $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Mosley Wealth Management's SPTL Position: Q2 2026 in Review

Mosley Wealth Management held its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) position steady in Q2 2026 at 126 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Mosley Wealth Management first reported a position in SPTL in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.4K in Q1 2026. 303 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Mosley Wealth Management held 126 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $3.31K as of Q2 2026.
  • Mosley Wealth Management left its State Street SPDR Portfolio Long Term Treasury ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #459 holding.
  • Mosley Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $3.4K in Q1 2026.
  • 303 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.