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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
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 $2.9T AUM 29.55% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Root Financial Partners's SPTL Position: Q1 2026 in Review

Root Financial Partners held its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) position steady in Q1 2026 at 10 shares worth $263. The position accounts for ﹤0.01% of the portfolio, ranked #3087.

Root Financial Partners first reported a position in SPTL in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.19K in Q3 2025. 481 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

  • Root Financial Partners held 10 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $263 as of Q1 2026.
  • Root Financial Partners left its State Street SPDR Portfolio Long Term Treasury ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3087 holding.
  • Root Financial Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $9.19K in Q3 2025.
  • 481 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.