Savvy Advisors Inc’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Savvy Advisors Inc’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	$325K	Buy	12,363 +1,992	+19%	+$53.1K	0.01%	832
2025 Q4	$275K	Buy	+10,371	New	+$280K	0.01%	806
2025 Q2	–	Sell	-8,914	Closed	-$243K	–	673
2025 Q1	$243K	Sell	8,914 -129,848	-94%	-$3.46M	0.02%	437
2024 Q4	$3.63M	Buy	138,762 +32,565	+31%	+$892K	0.44%	41
2024 Q3	$3.09M	Buy	106,197 +56,097	+112%	+$1.6M	0.63%	29
2024 Q2	$1.36M	Buy	50,100 +11,599	+30%	+$313K	0.44%	49
2024 Q1	$1.08M	Buy	38,501 +16,002	+71%	+$446K	0.62%	33
2023 Q4	$653K	Buy	+22,499	New	+$599K	0.63%	40

Other funds holding SPTL

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Savvy Advisors Inc's SPTL Position: Q1 2026 in Review

Savvy Advisors Inc increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 19% in Q1 2026, buying an estimated $53.1K and bringing the position to 12,363 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #832.

Savvy Advisors Inc first reported a position in SPTL in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.63M in Q4 2024. 481 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

Savvy Advisors Inc held 12,363 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $325K as of Q1 2026.
Savvy Advisors Inc bought 1,992 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $53.1K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #832 holding.
Savvy Advisors Inc first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2023 and has held it in 8 quarters since.
Savvy Advisors Inc's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $3.63M in Q4 2024.
481 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.