ORG Wealth Partners’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

ORG 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	$2.6K	Hold	99	–	–	﹤0.01%	622
2026 Q1	$2.6K	Hold	99	–	–	﹤0.01%	584
2025 Q4	$2.62K	Sell	99 -427	-81%	-$11.5K	﹤0.01%	546
2025 Q3	$14.2K	Hold	526	–	–	﹤0.01%	440
2025 Q2	$13.9K	Hold	526	–	–	﹤0.01%	465
2025 Q1	$14.4K	Hold	526	–	–	﹤0.01%	494
2024 Q4	$13.8K	Sell	526 -142	-21%	-$3.89K	﹤0.01%	362
2024 Q3	$19.4K	Buy	+668	New	+$19.1K	0.01%	333

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

ORG Wealth Partners's SPTL Position: Q2 2026 in Review

ORG Wealth Partners held its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) position steady in Q2 2026 at 99 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

ORG Wealth Partners first reported a position in SPTL in Q3 2024 and has held it in 8 quarters since. The position peaked at $19.4K in Q3 2024. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

ORG Wealth Partners held 99 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $2.6K as of Q2 2026.
ORG 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 ORG Wealth Partners's portfolio in Q2 2026, its #622 holding.
ORG Wealth Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $19.4K in Q3 2024.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.