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

Scarborough 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	$5.59M	Sell	214,975 -117,867	-35%	-$3.07M	0.64%	35
2026 Q1	$8.75M	Sell	332,842 -2,404	-0.7%	-$64K	0.96%	33
2025 Q4	$8.87M	Buy	335,246 +10,571	+3%	+$285K	1.5%	20
2025 Q3	$8.75M	Buy	324,675 +18,171	+6%	+$480K	1.54%	20
2025 Q2	$8.14M	Buy	306,504 +224,816	+275%	+$5.9M	1.61%	18
2025 Q1	$2.23M	Buy	81,688 +7,242	+10%	+$193K	0.32%	58
2024 Q4	$1.95M	Buy	+74,446	New	+$2.04M	0.28%	52

Other funds holding SPTL

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 22.96% 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

Scarborough Advisors's SPTL Position: Q2 2026 in Review

Scarborough Advisors reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 35% in Q2 2026, selling an estimated $3.07M and leaving 214,975 shares worth $5.59M. The position accounts for 0.64% of the portfolio, ranked #35.

Scarborough Advisors first reported a position in SPTL in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.87M in Q4 2025. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Scarborough Advisors held 214,975 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $5.59M as of Q2 2026.
Scarborough Advisors sold 117,867 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $3.07M.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.64% of Scarborough Advisors's portfolio in Q2 2026, its #35 holding.
Scarborough Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Scarborough Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $8.87M in Q4 2025.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.