Silver Oak Securities
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Silver Oak Securities’s State Street SPDR Portfolio Long Term Treasury Index ETF SPTL Stock Holding History

Silver Oak Securities’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
Q3 		$284K Buy
+11,355
New +$286K 0.02% 665

Other funds holding SPTL

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
One Day In July LLC
One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

Silver Oak Securities's SPTL Position: Q3 2026 in Review

Silver Oak Securities opened a new position in State Street SPDR Portfolio Long Term Treasury Index ETF (SPTL) in Q3 2026: 11,355 shares worth $284K. The stake represents 0.02% of the portfolio and ranks #665 among its holdings.

337 funds tracked by Wall St. Rank hold SPTL as of Q3 2026.

  • Silver Oak Securities held 11,355 shares of State Street SPDR Portfolio Long Term Treasury Index ETF worth $284K as of Q3 2026.
  • State Street SPDR Portfolio Long Term Treasury Index ETF was a new Silver Oak Securities position in Q3 2026.
  • State Street SPDR Portfolio Long Term Treasury Index ETF made up 0.02% of Silver Oak Securities's portfolio in Q3 2026, its #665 holding.
  • 337 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury Index ETF as of Q3 2026.

Based on Silver Oak Securities's 13F filing for Q3 2026, filed 9 Nov 2026.