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 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

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

Oak Harbor Wealth Partners's SPTL Position: Q2 2026 in Review

Oak Harbor Wealth Partners held its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) position steady in Q2 2026 at 236 shares worth $6.19K. The position accounts for ﹤0.01% of the portfolio, ranked #209.

Oak Harbor Wealth Partners first reported a position in SPTL in Q2 2023 and has held it in 4 quarters since. The position peaked at $11.1K in Q2 2023. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Oak Harbor Wealth Partners held 236 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $6.19K as of Q2 2026.
Oak Harbor Wealth Partners left its State Street SPDR Portfolio Long Term Treasury ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #209 holding.
Oak Harbor Wealth Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2023 and has held it in 4 quarters since.
Oak Harbor Wealth Partners's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $11.1K in Q2 2023.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.