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

Prime Capital 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	$3.59M	Buy	+136,763	New	+$3.57M	0.03%	282
2025 Q2	–	Sell	-101,088	Closed	-$2.76M	–	1104
2025 Q1	$2.76M	Buy	+101,088	New	+$2.69M	0.03%	312
2024 Q4	–	Sell	-7,732	Closed	-$225K	–	966
2024 Q3	$225K	Sell	7,732 -3,694	-32%	-$105K	﹤0.01%	825
2024 Q2	$311K	Sell	11,426 -69,257	-86%	-$1.87M	﹤0.01%	712
2024 Q1	$2.25M	Buy	+80,683	New	+$2.25M	0.03%	325
2023 Q3	–	Sell	-26,452	Closed	-$791K	–	801
2023 Q2	$791K	Buy	+26,452	New	+$799K	0.02%	398
2022 Q2	–	Sell	-9,374	Closed	-$395K	–	431
2022 Q1	$395K	Hold	9,374	–	–	0.02%	261
2021 Q4	$395K	Buy	+9,374	New	+$394K	0.02%	260

Other funds holding SPTL

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 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

Prime Capital Investment Advisors's SPTL Position: Q2 2026 in Review

Prime Capital Investment Advisors opened a new position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026: 136,763 shares worth $3.59M. The stake represents 0.03% of the portfolio and ranks #282 among its holdings. This is a return to the name: Prime Capital Investment Advisors previously reported a position in SPTL as recently as Q1 2025.

Prime Capital Investment Advisors first reported a position in SPTL in Q4 2021 and has held it in 8 quarters since. 483 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Prime Capital Investment Advisors held 136,763 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $3.59M as of Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF was a new Prime Capital Investment Advisors position in Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.03% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #282 holding.
Prime Capital Investment Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2021 and has held it in 8 quarters since.
483 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.