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New Harbor Financial Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

New Harbor Financial Group’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
2024
Q1 		– Sell
-14,200
Closed -$412K – 56
2023
Q4 		$412K Buy
+14,200
New +$378K 0.15% 27
2023
Q3 		– Sell
-6,100
Closed -$182K – 54
2023
Q2 		$182K Buy
+6,100
New +$184K 0.05% 38

Other funds holding SPTL

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
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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MPW
MA Private Wealth San Carlos, California $671M AUM 23.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

New Harbor Financial Group's SPTL Position: Q2 2026 in Review

New Harbor Financial Group increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 7.8% in Q2 2026, buying an estimated $469K and bringing the position to 248,658 shares worth $6.52M. The position accounts for 1.03% of the portfolio, ranked #22.

New Harbor Financial Group first reported a position in SPTL in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.4M in Q1 2023. 203 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • New Harbor Financial Group held 248,658 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $6.52M as of Q2 2026.
  • New Harbor Financial Group bought 17,978 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $469K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 1.03% of New Harbor Financial Group's portfolio in Q2 2026, its #22 holding.
  • New Harbor Financial Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • New Harbor Financial Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $17.4M in Q1 2023.
  • 203 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on New Harbor Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.