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

Simplicity Wealth’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	$5.15M	Buy	196,159 +74,564	+61%	+$1.94M	0.17%	130
2026 Q1	$3.2M	Buy	121,595 +20,187	+20%	+$538K	0.18%	122
2025 Q4	$2.68M	Buy	101,408 +8,736	+9%	+$236K	0.16%	142
2025 Q3	$2.5M	Sell	92,672 -73,092	-44%	-$1.93M	0.14%	153
2025 Q2	$4.41M	Buy	165,764 +122,791	+286%	+$3.22M	0.18%	123
2025 Q1	$1.17M	Buy	+42,973	New	+$1.15M	0.09%	221
2023 Q4	–	Sell	-15,119	Closed	-$395K	–	189
2023 Q3	$395K	Sell	15,119 -24,467	-62%	-$688K	0.23%	52
2023 Q2	$1.18M	Buy	39,586 +29,767	+303%	+$899K	0.74%	28
2023 Q1	$303K	Buy	+9,819	New	+$298K	0.2%	53
2022 Q3	–	Sell	-29,482	Closed	-$975K	–	71
2022 Q2	$975K	Sell	29,482 -9,138	-24%	-$310K	1.42%	26
2022 Q1	$1.46M	Buy	38,620 +28,160	+269%	+$1.11M	1.42%	25
2021 Q4	$441K	Buy	+10,460	New	+$439K	0.24%	50

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

Simplicity Wealth's SPTL Position: Q2 2026 in Review

Simplicity Wealth increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 61% in Q2 2026, buying an estimated $1.94M and bringing the position to 196,159 shares worth $5.15M. The position accounts for 0.17% of the portfolio, ranked #130.

Simplicity Wealth first reported a position in SPTL in Q4 2021 and has held it in 12 quarters since. 479 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Simplicity Wealth held 196,159 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $5.15M as of Q2 2026.
Simplicity Wealth bought 74,564 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $1.94M.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.17% of Simplicity Wealth's portfolio in Q2 2026, its #130 holding.
Simplicity Wealth first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2021 and has held it in 12 quarters since.
479 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.