NBC Securities’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

NBC Securities’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	$1.39M	Buy	58,265 +57,864	+14,430%	+$1.46M	0.09%	234
2026 Q2	$10.5K	Hold	401	–	–	﹤0.01%	1878
2026 Q1	$10.5K	Hold	401	–	–	﹤0.01%	1921
2025 Q4	$10.6K	Hold	401	–	–	﹤0.01%	2005
2025 Q3	$10.8K	Hold	401	–	–	﹤0.01%	1989
2025 Q2	$10K	Sell	401 -112	-22%	-$2.94K	﹤0.01%	1952
2025 Q1	$13K	Buy	+513	New	+$13.7K	﹤0.01%	1653
2024 Q4	–	Sell	-513	Closed	-$14K	–	1963
2024 Q3	$14K	Buy	+513	New	+$14.6K	﹤0.01%	1638

Other funds holding SPTL

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

EWA

ERTS Wealth Advisors Marquette, Michigan $340M AUM 5.26% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

NBC Securities's SPTL Position: Q3 2026 in Review

NBC Securities increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 14,430% in Q3 2026, buying an estimated $1.46M and bringing the position to 58,265 shares worth $1.39M. The position accounts for 0.09% of the portfolio, ranked #234.

NBC Securities first reported a position in SPTL in Q3 2024 and has held it in 8 quarters since. 145 funds tracked by Wall St. Rank hold SPTL as of Q3 2026.

NBC Securities held 58,265 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.39M as of Q3 2026.
NBC Securities bought 57,864 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2026, an estimated $1.46M.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.09% of NBC Securities's portfolio in Q3 2026, its #234 holding.
NBC Securities first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
145 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.