OWCM
SPTL icon

One Wealth Capital Management’s State Street SPDR Portfolio Long Term Treasury 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
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

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

One Wealth Capital Management's SPTL Position: Q2 2026 in Review

One Wealth Capital Management increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 103% in Q2 2026, buying an estimated $212K and bringing the position to 16,021 shares worth $420K. The position accounts for 0.12% of the portfolio, ranked #131.

One Wealth Capital Management first reported a position in SPTL in Q3 2025 and has held it in 4 quarters since. 203 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • One Wealth Capital Management held 16,021 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $420K as of Q2 2026.
  • One Wealth Capital Management bought 8,140 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $212K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.12% of One Wealth Capital Management's portfolio in Q2 2026, its #131 holding.
  • One Wealth Capital Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 203 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.