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

Narus Financial Partners’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	$1.37M	Buy	52,391 +6,016	+13%	+$157K	0.35%	54
2026 Q1	$1.22M	Buy	46,375 +5,288	+13%	+$141K	0.32%	55
2025 Q4	$1.09M	Buy	41,087 +96	+0.2%	+$2.59K	0.3%	56
2025 Q3	$1.1M	Sell	40,991 -1,916	-4%	-$50.6K	0.3%	57
2025 Q2	$1.14M	Buy	42,907 +12,967	+43%	+$340K	0.36%	47
2025 Q1	$816K	Buy	29,940 +2,237	+8%	+$59.6K	0.28%	60
2024 Q4	$726K	Sell	27,703 -8,910	-24%	-$244K	0.25%	63
2024 Q3	$1.06M	Buy	36,613 +6,011	+20%	+$171K	0.38%	52
2024 Q2	$833K	Sell	30,602 -8,298	-21%	-$224K	0.34%	58
2024 Q1	$1.09M	Buy	38,900 +537	+1%	+$15K	0.46%	48
2023 Q4	$1.11M	Buy	38,363 +19,422	+103%	+$517K	0.54%	40
2023 Q3	$495K	Buy	18,941 +357	+2%	+$10K	0.25%	63
2023 Q2	$556K	Buy	18,584 +5,739	+45%	+$173K	0.29%	62
2023 Q1	$397K	Buy	12,845 +1,446	+13%	+$43.9K	0.22%	73
2022 Q4	$331K	Sell	11,399 -2,911	-20%	-$85.2K	0.19%	78
2022 Q3	$424K	Buy	+14,310	New	+$465K	0.27%	61
2022 Q2	–	Sell	-24,778	Closed	-$937K	–	121
2022 Q1	$937K	Buy	+24,778	New	+$976K	0.52%	34
2021 Q1	$987K	Buy	+25,331	New	+$1.05M	0.59%	21
2019 Q4	$846K	Buy	21,758 +3,078	+16%	+$123K	0.59%	17
2019 Q3	$766K	Buy	18,680 +7,771	+71%	+$310K	0.56%	16
2019 Q2	$416K	Buy	+10,909	New	+$399K	0.32%	36

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

Narus Financial Partners's SPTL Position: Q2 2026 in Review

Narus Financial Partners increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 13% in Q2 2026, buying an estimated $157K and bringing the position to 52,391 shares worth $1.37M. The position accounts for 0.35% of the portfolio, ranked #54.

Narus Financial Partners first reported a position in SPTL in Q2 2019 and has held it in 21 quarters since. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Narus Financial Partners held 52,391 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.37M as of Q2 2026.
Narus Financial Partners bought 6,016 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $157K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.35% of Narus Financial Partners's portfolio in Q2 2026, its #54 holding.
Narus Financial Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2019 and has held it in 21 quarters since.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.