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

SoFi 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 		$32M Buy
1,221,059
+81,968
+7% +$2.14M 1.29% 18
2026
Q1 		$30M Sell
1,139,091
-276,737
-20% -$7.37M 1.44% 18
2025
Q4 		$37.5M Buy
1,415,828
+107,855
+8% +$2.91M 1.87% 15
2025
Q3 		$35.2M Buy
1,307,973
+249,854
+24% +$6.6M 1.9% 15
2025
Q2 		$28.1M Buy
1,058,119
+81,704
+8% +$2.14M 1.72% 15
2025
Q1 		$26.6M Buy
976,415
+950,244
+3,631% +$25.3M 2% 13
2024
Q4 		$685K Buy
+26,171
New +$717K 0.05% 21

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SoFi Wealth's SPTL Position: Q2 2026 in Review

SoFi Wealth increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 7.2% in Q2 2026, buying an estimated $2.14M and bringing the position to 1,221,059 shares worth $32M. The position accounts for 1.29% of the portfolio, ranked #18.

SoFi Wealth first reported a position in SPTL in Q4 2024 and has held it in 7 quarters since. The position peaked at $37.5M in Q4 2025. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • SoFi Wealth held 1,221,059 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $32M as of Q2 2026.
  • SoFi Wealth bought 81,968 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $2.14M.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 1.29% of SoFi Wealth's portfolio in Q2 2026, its #18 holding.
  • SoFi Wealth first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • SoFi Wealth's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $37.5M in Q4 2025.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on SoFi Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.