Sharkey, Howes & Javer’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Sharkey, Howes & Javer’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	$451K	Sell	17,177 -19,722	-53%	-$514K	0.05%	120
2026 Q1	$970K	Buy	36,899 +9,698	+36%	+$258K	0.13%	85
2025 Q4	$720K	Buy	+27,201	New	+$734K	0.09%	97
2025 Q3	–	Sell	-63,078	Closed	-$1.68M	–	166
2025 Q2	$1.68M	Buy	+63,078	New	+$1.66M	0.22%	72
2025 Q1	–	Sell	-59,604	Closed	-$1.56M	–	156
2024 Q4	$1.56M	Sell	59,604 -10,794	-15%	-$296K	0.22%	70
2024 Q3	$2.05M	Buy	+70,398	New	+$2.01M	0.29%	57
2023 Q3	–	Sell	-12,192	Closed	-$365K	–	113
2023 Q2	$365K	Buy	12,192 +5,672	+87%	+$171K	0.07%	78
2023 Q1	$201K	Buy	+6,520	New	+$198K	0.04%	92

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

Sharkey, Howes & Javer's SPTL Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 53% in Q2 2026, selling an estimated $514K and leaving 17,177 shares worth $451K. The position accounts for 0.05% of the portfolio, ranked #120.

Sharkey, Howes & Javer first reported a position in SPTL in Q1 2023 and has held it in 8 quarters since. The position peaked at $2.05M in Q3 2024. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Sharkey, Howes & Javer held 17,177 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $451K as of Q2 2026.
Sharkey, Howes & Javer sold 19,722 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $514K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.05% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #120 holding.
Sharkey, Howes & Javer first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2023 and has held it in 8 quarters since.
Sharkey, Howes & Javer's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $2.05M in Q3 2024.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.