Oak Harbor Wealth Partners’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Oak Harbor Wealth 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 Q3	–	Sell	-236	Closed	-$6.19K	–	233
2026 Q2	$6.19K	Hold	236	–	–	﹤0.01%	209
2026 Q1	$6.21K	Hold	236	–	–	﹤0.01%	261
2025 Q4	$6.25K	Buy	+236	New	+$6.37K	﹤0.01%	264
2023 Q3	–	Sell	-371	Closed	-$11.1K	–	233
2023 Q2	$11.1K	Buy	+371	New	+$11.2K	﹤0.01%	221

Other funds holding SPTL

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

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Oak Harbor Wealth Partners's SPTL Position: Q3 2026 in Review

Oak Harbor Wealth Partners sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2026, closing a stake of 236 shares — an estimated $6.19K sold.

Oak Harbor Wealth Partners first reported a position in SPTL in Q2 2023 and held it in 4 quarters. The position peaked at $11.1K in Q2 2023. 227 funds tracked by Wall St. Rank hold SPTL as of Q3 2026.

Oak Harbor Wealth Partners reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2026 after selling out during the quarter.
Oak Harbor Wealth Partners sold 236 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2026, an estimated $6.19K.
Oak Harbor Wealth Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2023 and held it in 4 quarters.
Oak Harbor Wealth Partners's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $11.1K in Q2 2023.
227 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q3 2026, filed 30 Oct 2026.