Petra Financial Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Petra Financial 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	$1.76M	Sell	66,965 -1,150	-2%	-$30K	0.81%	33
2026 Q1	$1.79M	Sell	68,115 -1,913	-3%	-$51K	1.11%	20
2025 Q4	$1.85M	Sell	70,028 -3,856	-5%	-$104K	1.09%	22
2025 Q3	$1.99M	Sell	73,884 -181	-0.2%	-$4.78K	1.16%	15
2025 Q2	$1.97M	Sell	74,065 -520	-0.7%	-$13.6K	1.25%	15
2025 Q1	$2.03M	Sell	74,585 -7,062	-9%	-$188K	1.67%	13
2024 Q4	$2.14M	Sell	81,647 -154	-0.2%	-$4.22K	1.45%	18
2024 Q3	$2.38M	Sell	81,801 -181	-0.2%	-$5.16K	1.57%	14
2024 Q2	$2.23M	Sell	81,982 -713	-0.9%	-$19.2K	1.61%	14
2024 Q1	$2.31M	Sell	82,695 -60	-0.1%	-$1.67K	1.7%	14
2023 Q4	$2.4M	Buy	82,755 +7,835	+10%	+$209K	2%	10
2023 Q3	$1.96M	Sell	74,920 -159	-0.2%	-$4.47K	1.63%	15
2023 Q2	$2.24M	Buy	+75,079	New	+$2.27M	2%	12
2023 Q1	–	Sell	-77,799	Closed	-$2.26M	–	97
2022 Q4	$2.26M	Buy	+77,799	New	+$2.28M	2.49%	10

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

Petra Financial Advisors's SPTL Position: Q2 2026 in Review

Petra Financial Advisors reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 1.7% in Q2 2026, selling an estimated $30K and leaving 66,965 shares worth $1.76M. The position accounts for 0.81% of the portfolio, ranked #33.

Petra Financial Advisors first reported a position in SPTL in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.4M in Q4 2023. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Petra Financial Advisors held 66,965 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.76M as of Q2 2026.
Petra Financial Advisors sold 1,150 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $30K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.81% of Petra Financial Advisors's portfolio in Q2 2026, its #33 holding.
Petra Financial Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2022 and has held it in 14 quarters since.
Petra Financial Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $2.4M in Q4 2023.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.