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 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

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

Outlook Wealth Advisors's SPTL Position: Q2 2026 in Review

Outlook Wealth Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 39% in Q2 2026, buying an estimated $101K and bringing the position to 13,898 shares worth $364K. The position accounts for 0.08% of the portfolio, ranked #224.

Outlook Wealth Advisors first reported a position in SPTL in Q2 2020 and has held it in 7 quarters since. The position peaked at $1.66M in Q2 2020. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Outlook Wealth Advisors held 13,898 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $364K as of Q2 2026.
Outlook Wealth Advisors bought 3,889 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $101K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.08% of Outlook Wealth Advisors's portfolio in Q2 2026, its #224 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 7 quarters since.
Outlook Wealth Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.66M in Q2 2020.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.