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SeaCrest Wealth Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

SeaCrest Wealth Management’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
-8,828
Closed -$232K – 648
2026
Q1 		$232K Buy
8,828
+900
+11% +$24K 0.02% 551
2025
Q4 		$211K Sell
7,928
-51
-0.6% -$1.38K 0.02% 582
2025
Q3 		$215K Sell
7,979
-2,772
-26% -$73.2K 0.02% 574
2025
Q2 		$286K Sell
10,751
-6,884
-39% -$181K 0.03% 466
2025
Q1 		$481K Sell
17,635
-1,696
-9% -$45.2K 0.05% 341
2024
Q4 		$506K Sell
19,331
-1,170
-6% -$32K 0.05% 332
2024
Q3 		$596K Buy
20,501
+685
+3% +$19.5K 0.06% 299
2024
Q2 		$539K Sell
19,816
-4,509
-19% -$122K 0.06% 294
2024
Q1 		$680K Sell
24,325
-3,849
-14% -$107K 0.08% 252
2023
Q4 		$798K Sell
28,174
-8,146
-22% -$217K 0.1% 217
2023
Q3 		$950K Sell
36,320
-118
-0.3% -$3.32K 0.12% 172
2023
Q2 		$1.09M Sell
36,438
-655
-2% -$19.8K 0.14% 153
2023
Q1 		$1.15M Sell
37,093
-488
-1% -$14.8K 0.16% 139
2022
Q4 		$1.09M Sell
37,581
-1,162
-3% -$34K 0.16% 149
2022
Q3 		$1.15M Buy
38,743
+2,998
+8% +$97.4K 0.17% 127
2022
Q2 		$1.18M Sell
35,745
-46,158
-56% -$1.56M 0.15% 139
2022
Q1 		$3.1M Sell
81,903
-5,846
-7% -$230K 0.36% 51
2021
Q4 		$3.7M Sell
87,749
-4,678
-5% -$196K 0.41% 45
2021
Q3 		$3.82M Buy
92,427
+2,440
+3% +$104K 0.46% 42
2021
Q2 		$3.72M Sell
89,987
-10,998
-11% -$440K 0.45% 45
2021
Q1 		$3.94M Sell
100,985
-35,178
-26% -$1.46M 0.52% 41
2020
Q4 		$6.14M Buy
136,163
+10,316
+8% +$469K 0.86% 15
2020
Q3 		$5.88M Buy
125,847
+12,323
+11% +$585K 0.94% 14
2020
Q2 		$5.33M Buy
113,524
+18,851
+20% +$888K 0.92% 13
2020
Q1 		$4.47M Sell
94,673
-35,203
-27% -$1.51M 0.96% 14
2019
Q4 		$5.05M Sell
129,876
-1,605
-1% -$64.1K 0.85% 18
2019
Q3 		$5.39M Buy
131,481
+23,902
+22% +$954K 1.01% 12
2019
Q2 		$4.11M Buy
107,579
+7,059
+7% +$258K 0.84% 18
2019
Q1 		$3.66M Buy
100,520
+6,304
+7% +$221K 0.63% 24
2018
Q4 		$3.3M Sell
94,216
-940
-1% -$31.4K 0.68% 23
2018
Q3 		$3.22M Buy
95,156
+19,937
+27% +$689K 0.54% 32
2018
Q2 		$2.63M Buy
75,219
+659
+0.9% +$22.7K 0.47% 40
2018
Q1 		$2.62M Sell
74,560
-9,369
-11% -$326K 0.48% 44
2017
Q4 		$3.07M Buy
+83,929
New +$3.04M 0.56% 32

Other funds holding SPTL

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
JESC
J.E. Simmons & Co Dallas, Texas $177M AUM
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

SeaCrest Wealth Management's SPTL Position: Q2 2026 in Review

SeaCrest Wealth Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026, closing a stake of 8,828 shares — an estimated $232K sold.

SeaCrest Wealth Management first reported a position in SPTL in Q4 2017 and held it in 34 quarters. The position peaked at $6.14M in Q4 2020. 80 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • SeaCrest Wealth Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • SeaCrest Wealth Management sold 8,828 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $232K.
  • SeaCrest Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2017 and held it in 34 quarters.
  • SeaCrest Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $6.14M in Q4 2020.
  • 80 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.