NA
SPTL icon

Novus Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Novus 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 		$954K Buy
36,380
+13,715
+61% +$358K 1.99% 13
2026
Q1 		$596K Sell
22,665
-21,107
-48% -$562K 1.33% 25
2025
Q4 		$1.16M Buy
+43,772
New +$1.18M 2.59% 10
2025
Q3 		– Sell
-11,899
Closed -$316K – 70
2025
Q2 		$316K Buy
11,899
+1,693
+17% +$44.4K 0.48% 54
2025
Q1 		$278K Buy
+10,206
New +$272K 0.28% 88

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

Novus Advisors's SPTL Position: Q2 2026 in Review

Novus Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 61% in Q2 2026, buying an estimated $358K and bringing the position to 36,380 shares worth $954K. The position accounts for 1.99% of the portfolio, ranked #13.

Novus Advisors first reported a position in SPTL in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.16M in Q4 2025. 203 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Novus Advisors held 36,380 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $954K as of Q2 2026.
  • Novus Advisors bought 13,715 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $358K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 1.99% of Novus Advisors's portfolio in Q2 2026, its #13 holding.
  • Novus Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
  • Novus Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.16M in Q4 2025.
  • 203 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Novus Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.