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

Realta 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	$50.4K	Buy	1,922 +249	+15%	+$6.49K	0.02%	270
2026 Q1	$44K	Sell	1,673 -292	-15%	-$7.78K	0.02%	255
2025 Q4	$52K	Sell	1,965 -216	-10%	-$5.83K	0.02%	249
2025 Q3	$58.8K	Buy	2,181 +78	+4%	+$2.06K	0.02%	233
2025 Q2	$55.9K	Buy	2,103 +750	+55%	+$19.7K	0.02%	228
2025 Q1	$36.9K	Sell	1,353 -478	-26%	-$12.7K	0.02%	245
2024 Q4	$47.8K	Buy	1,831 +1,793	+4,718%	+$49.1K	0.02%	256
2024 Q3	$1.06K	Sell	38 -11	-22%	-$314	﹤0.01%	346
2024 Q2	$1.33K	Hold	49	–	–	﹤0.01%	768
2024 Q1	$1.37K	Buy	+49	New	+$1.37K	﹤0.01%	789
2023 Q4	–	Sell	-961	Closed	-$28.7K	–	755
2023 Q3	$28.7K	Hold	961	–	–	0.01%	573
2023 Q2	$28.7K	Buy	+961	New	+$29K	0.01%	616
2023 Q1	–	Sell	-957	Closed	-$27.8K	–	778
2022 Q4	$27.8K	Buy	957 +106	+12%	+$3.1K	0.01%	613
2022 Q3	$25K	Buy	+851	New	+$27.6K	0.01%	607
2019 Q3	–	Sell	-5	Closed	–	–	1779
2019 Q2	$0	Hold	5	–	–	﹤0.01%	1799
2019 Q1	$0	Buy	+5	New	+$175	﹤0.01%	1349

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

Realta Investment Advisors's SPTL Position: Q2 2026 in Review

Realta Investment Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 15% in Q2 2026, buying an estimated $6.49K and bringing the position to 1,922 shares worth $50.4K. The position accounts for 0.02% of the portfolio, ranked #270.

Realta Investment Advisors first reported a position in SPTL in Q1 2019 and has held it in 16 quarters since. The position peaked at $58.8K in Q3 2025. 483 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Realta Investment Advisors held 1,922 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $50.4K as of Q2 2026.
Realta Investment Advisors bought 249 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $6.49K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.02% of Realta Investment Advisors's portfolio in Q2 2026, its #270 holding.
Realta Investment Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2019 and has held it in 16 quarters since.
Realta Investment Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $58.8K in Q3 2025.
483 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.