Outlook Wealth Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Outlook Wealth 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 Q3	$553K	Buy	23,179 +9,281	+67%	+$234K	0.12%	174
2026 Q2	$364K	Buy	13,898 +3,889	+39%	+$101K	0.08%	224
2026 Q1	$263K	Sell	10,009 -4,947	-33%	-$132K	0.06%	274
2025 Q4	$396K	Buy	+14,956	New	+$404K	0.09%	193
2024 Q3	–	Sell	-12,972	Closed	-$453K	–	269
2024 Q2	$453K	Buy	+12,972	New	+$350K	0.14%	145
2023 Q3	–	Sell	-7,799	Closed	-$233K	–	215
2023 Q2	$233K	Sell	7,799 -3,033	-28%	-$91.6K	0.09%	180
2023 Q1	$334K	Buy	+10,832	New	+$329K	0.15%	141
2020 Q3	–	Sell	-35,416	Closed	-$1.66M	–	172
2020 Q2	$1.66M	Buy	+35,416	New	+$1.67M	0.7%	41

Other funds holding SPTL

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Outlook Wealth Advisors's SPTL Position: Q3 2026 in Review

Outlook Wealth Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 67% in Q3 2026, buying an estimated $234K and bringing the position to 23,179 shares worth $553K. The position accounts for 0.12% of the portfolio, ranked #174.

Outlook Wealth Advisors first reported a position in SPTL in Q2 2020 and has held it in 8 quarters since. The position peaked at $1.66M in Q2 2020. 199 funds tracked by Wall St. Rank hold SPTL as of Q3 2026.

Outlook Wealth Advisors held 23,179 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $553K as of Q3 2026.
Outlook Wealth Advisors bought 9,281 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2026, an estimated $234K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.12% of Outlook Wealth Advisors's portfolio in Q3 2026, its #174 holding.
Outlook Wealth Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2020 and has held it in 8 quarters since.
Outlook Wealth Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.66M in Q2 2020.
199 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2026.

Based on Outlook Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.