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OneDigital Investment Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

OneDigital Investment Advisors’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 		$1.75M Sell
66,785
-30,732
-32% -$801K 0.01% 548
2026
Q1 		$2.56M Sell
97,517
-251,790
-72% -$6.71M 0.03% 417
2025
Q4 		$9.25M Sell
349,307
-36,035
-9% -$972K 0.09% 185
2025
Q3 		$10.4M Sell
385,342
-57,831
-13% -$1.53M 0.11% 165
2025
Q2 		$11.8M Sell
443,173
-130,740
-23% -$3.43M 0.13% 141
2025
Q1 		$15.6M Sell
573,913
-1,780,851
-76% -$47.5M 0.19% 108
2024
Q4 		$61.7M Buy
2,354,764
+113,609
+5% +$3.11M 0.72% 30
2024
Q3 		$65.2M Buy
2,241,155
+1,193
+0.1% +$34K 0.74% 29
2024
Q2 		$61M Buy
2,239,962
+637,384
+40% +$17.2M 0.76% 30
2024
Q1 		$44.8M Sell
1,602,578
-143,595
-8% -$4.01M 0.7% 33
2023
Q4 		$50.7M Buy
1,746,173
+493,701
+39% +$13.1M 0.89% 24
2023
Q3 		$32.8M Buy
1,252,472
+522,707
+72% +$14.7M 0.71% 33
2023
Q2 		$21.8M Sell
729,765
-25,100
-3% -$758K 0.48% 47
2023
Q1 		$23.3M Buy
754,865
+252,706
+50% +$7.68M 0.55% 45
2022
Q4 		$14.6M Buy
+502,159
New +$14.7M 0.42% 51
2021
Q4 		– Sell
-131,649
Closed -$5.44M – 830
2021
Q3 		$5.44M Buy
131,649
+740
+0.6% +$31.4K 0.22% 67
2021
Q2 		$5.41M Buy
130,909
+17,616
+16% +$705K 0.22% 67
2021
Q1 		$4.42M Buy
113,293
+23,514
+26% +$978K 0.21% 72
2020
Q4 		$4.05M Buy
89,779
+12,634
+16% +$574K 0.21% 69
2020
Q3 		$3.61M Sell
77,145
-277
-0.4% -$13.1K 0.25% 76
2020
Q2 		$3.63M Buy
77,422
+11,811
+18% +$556K 0.26% 79
2020
Q1 		$3.1M Buy
65,611
+59,066
+902% +$2.53M 0.27% 78
2019
Q4 		$254K Buy
+6,545
New +$262K 0.02% 460
2019
Q3 		– Sell
-450
Closed -$17K – 1070
2019
Q2 		$17K Sell
450
-2,222
-83% -$81.2K ﹤0.01% 846
2019
Q1 		$97K Buy
2,672
+309
+13% +$10.8K 0.01% 376
2018
Q4 		$83K Buy
+2,363
New +$78.9K 0.01% 370
2018
Q3 		– Sell
-291
Closed -$10K – 1209
2018
Q2 		$10K Buy
291
+141
+94% +$4.86K ﹤0.01% 1049
2018
Q1 		$5K Buy
+150
New +$5.22K ﹤0.01% 1157

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OneDigital Investment Advisors's SPTL Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 32% in Q2 2026, selling an estimated $801K and leaving 66,785 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #548.

OneDigital Investment Advisors first reported a position in SPTL in Q1 2018 and has held it in 28 quarters since. The position peaked at $65.2M in Q3 2024. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • OneDigital Investment Advisors held 66,785 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.75M as of Q2 2026.
  • OneDigital Investment Advisors sold 30,732 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $801K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #548 holding.
  • OneDigital Investment Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2018 and has held it in 28 quarters since.
  • OneDigital Investment Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $65.2M in Q3 2024.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.