Mount Yale Investment Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Mount Yale Investment 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	$21.9M	Buy	834,847 +343,627	+70%	+$8.96M	0.41%	52
2026 Q1	$12.9M	Buy	491,220 +38,255	+8%	+$1.02M	0.3%	71
2025 Q4	$12M	Buy	452,965 +9,203	+2%	+$248K	0.58%	36
2025 Q3	$12M	Buy	+443,762	New	+$11.7M	0.83%	24

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

Mount Yale Investment Advisors's SPTL Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 70% in Q2 2026, buying an estimated $8.96M and bringing the position to 834,847 shares worth $21.9M. The position accounts for 0.41% of the portfolio, ranked #52.

Mount Yale Investment Advisors first reported a position in SPTL in Q3 2025 and has held it in 4 quarters since. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Mount Yale Investment Advisors held 834,847 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $21.9M as of Q2 2026.
Mount Yale Investment Advisors bought 343,627 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $8.96M.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.41% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #52 holding.
Mount Yale Investment Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.