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

Simon Quick 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 Q3	$1.3M	Sell	54,416 -7,285	-12%	-$183K	0.05%	190
2026 Q2	$1.62M	Sell	61,701 -448	-0.7%	-$11.7K	0.07%	168
2026 Q1	$1.63M	Buy	62,149 +6,696	+12%	+$178K	0.07%	154
2025 Q4	$1.47M	Sell	55,453 -339	-0.6%	-$9.15K	0.06%	161
2025 Q3	$1.5M	Buy	55,792 +2,308	+4%	+$60.9K	0.07%	161
2025 Q2	$1.42M	Buy	+53,484	New	+$1.4M	0.07%	156

Other funds holding SPTL

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

EWA

ERTS Wealth Advisors Marquette, Michigan $340M AUM 5.26% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Simon Quick Advisors's SPTL Position: Q3 2026 in Review

Simon Quick Advisors reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 12% in Q3 2026, selling an estimated $183K and leaving 54,416 shares worth $1.3M. The position accounts for 0.05% of the portfolio, ranked #190.

Simon Quick Advisors first reported a position in SPTL in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.63M in Q1 2026. 158 funds tracked by Wall St. Rank hold SPTL as of Q3 2026.

Simon Quick Advisors held 54,416 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.3M as of Q3 2026.
Simon Quick Advisors sold 7,285 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2026, an estimated $183K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.05% of Simon Quick Advisors's portfolio in Q3 2026, its #190 holding.
Simon Quick Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2025 and has held it in 6 quarters since.
Simon Quick Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.63M in Q1 2026.
158 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.