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Root Financial Partners’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Root Financial Partners’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 		– Sell
-10
Closed -$263 – 2792
2026
Q1 		$263 Hold
10
– – ﹤0.01% 3087
2025
Q4 		$265 Sell
10
-331
-97% -$8.93K ﹤0.01% 2276
2025
Q3 		$9.19K Buy
+341
New +$9K ﹤0.01% 1483

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Root Financial Partners's SPTL Position: Q2 2026 in Review

Root Financial Partners sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026, closing a stake of 10 shares — an estimated $263 sold.

Root Financial Partners first reported a position in SPTL in Q3 2025 and held it in 3 quarters. The position peaked at $9.19K in Q3 2025. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Root Financial Partners reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 10 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $263.
  • Root Financial Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $9.19K in Q3 2025.
  • 480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.