One Wealth Capital Management
SPTL icon

One Wealth Capital Management’s State Street SPDR Portfolio Long Term Treasury Index ETF SPTL Stock Holding History

One Wealth Capital Management’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
-16,021
Closed -$420K – 231
2026
Q2 		$420K Buy
16,021
+8,140
+103% +$212K 0.12% 131
2026
Q1 		$207K Sell
7,881
-538
-6% -$14.3K 0.09% 117
2025
Q4 		$223K Buy
8,419
+890
+12% +$24K 0.09% 122
2025
Q3 		$203K Buy
+7,529
New +$199K 0.09% 121

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

One Wealth Capital Management's SPTL Position: Q3 2026 in Review

One Wealth Capital Management sold out of State Street SPDR Portfolio Long Term Treasury Index ETF (SPTL) in Q3 2026, closing a stake of 16,021 shares — an estimated $420K sold.

One Wealth Capital Management first reported a position in SPTL in Q3 2025 and held it in 4 quarters. The position peaked at $420K in Q2 2026. 430 funds tracked by Wall St. Rank hold SPTL as of Q3 2026.

  • One Wealth Capital Management reported no remaining State Street SPDR Portfolio Long Term Treasury Index ETF position as of Q3 2026 after selling out during the quarter.
  • One Wealth Capital Management sold 16,021 State Street SPDR Portfolio Long Term Treasury Index ETF shares in Q3 2026, an estimated $420K.
  • One Wealth Capital Management first reported a position in State Street SPDR Portfolio Long Term Treasury Index ETF in Q3 2025 and held it in 4 quarters.
  • One Wealth Capital Management's State Street SPDR Portfolio Long Term Treasury Index ETF position peaked at $420K in Q2 2026.
  • 430 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury Index ETF as of Q3 2026.

Based on One Wealth Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.