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 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 $2.9T AUM 29.55% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simplicity Wealth's SPTL Position: Q1 2026 in Review

Simplicity Wealth increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 20% in Q1 2026, buying an estimated $538K and bringing the position to 121,595 shares worth $3.2M. The position accounts for 0.18% of the portfolio, ranked #122.

Simplicity Wealth first reported a position in SPTL in Q4 2021 and has held it in 11 quarters since. The position peaked at $4.41M in Q2 2025. 481 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

Simplicity Wealth held 121,595 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $3.2M as of Q1 2026.
Simplicity Wealth bought 20,187 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $538K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.18% of Simplicity Wealth's portfolio in Q1 2026, its #122 holding.
Simplicity Wealth first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2021 and has held it in 11 quarters since.
Simplicity Wealth's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $4.41M in Q2 2025.
481 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.