Sound Income Strategies’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Sound Income Strategies’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	–	Sell	-736	Closed	-$19.3K	–	2138
2026 Q1	$19.3K	Sell	736 -574	-44%	-$15.3K	﹤0.01%	1202
2025 Q4	$34.8K	Buy	1,310 +833	+175%	+$22.5K	﹤0.01%	933
2025 Q3	$12.8K	Buy	477 +264	+124%	+$6.97K	﹤0.01%	941
2025 Q2	$5.66K	Buy	+213	New	+$5.59K	﹤0.01%	1058
2024 Q4	–	Sell	-53	Closed	-$1.55K	–	1542
2024 Q3	$1.55K	Buy	+53	New	+$1.51K	﹤0.01%	1177
2024 Q2	–	Sell	-21	Closed	-$587	–	1483
2024 Q1	$587	Sell	21 -61	-74%	-$1.7K	﹤0.01%	1225
2023 Q4	$2.38K	Buy	+82	New	+$2.18K	﹤0.01%	1027
2023 Q3	–	Sell	-1,043	Closed	-$31.2K	–	1222
2023 Q2	$31.2K	Buy	+1,043	New	+$31.5K	﹤0.01%	363
2022 Q4	–	Sell	-1,163	Closed	-$34K	–	1015
2022 Q3	$34K	Buy	+1,163	New	+$37.8K	﹤0.01%	279
2021 Q2	–	Sell	-78	Closed	-$3.04K	–	1031
2021 Q1	$3.04K	Buy	+78	New	+$3.24K	﹤0.01%	705
2019 Q2	–	Sell	-64	Closed	-$2K	–	764
2019 Q1	$2K	Sell	64 -187	-75%	-$6.55K	﹤0.01%	562
2018 Q4	$9K	Buy	+251	New	+$8.38K	﹤0.01%	357

Other funds holding SPTL

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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 22.9% 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

Sound Income Strategies's SPTL Position: Q2 2026 in Review

Sound Income Strategies sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026, closing a stake of 736 shares — an estimated $19.3K sold.

Sound Income Strategies first reported a position in SPTL in Q4 2018 and held it in 12 quarters. The position peaked at $34.8K in Q4 2025. 483 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Sound Income Strategies reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 736 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $19.3K.
Sound Income Strategies first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2018 and held it in 12 quarters.
Sound Income Strategies's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $34.8K in Q4 2025.
483 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.