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Okabena Investment Services’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Okabena Investment Services’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 		– Sell
-152,960
Closed -$4.02M – 156
2026
Q1 		$4.02M Buy
152,960
+37,650
+33% +$1M 0.78% 29
2025
Q4 		$3.05M Hold
115,310
– – 0.58% 35
2025
Q3 		$3.11M Buy
+115,310
New +$3.04M 0.6% 31

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 57.61% 1-Year Est. Return

Okabena Investment Services's SPTL Position: Q2 2026 in Review

Okabena Investment Services sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026, closing a stake of 152,960 shares — an estimated $4.02M sold.

Okabena Investment Services first reported a position in SPTL in Q3 2025 and held it in 3 quarters. The position peaked at $4.02M in Q1 2026. 374 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Okabena Investment Services reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Okabena Investment Services sold 152,960 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $4.02M.
  • Okabena Investment Services first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2025 and held it in 3 quarters.
  • Okabena Investment Services's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $4.02M in Q1 2026.
  • 374 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.