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Sowell Financial Services’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Sowell Financial Services’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 		$3.36M Buy
127,935
+24,349
+24% +$635K 0.11% 201
2026
Q1 		$2.72M Buy
103,586
+16,559
+19% +$441K 0.1% 214
2025
Q4 		$2.3M Buy
87,027
+16,314
+23% +$440K 0.08% 248
2025
Q3 		$1.91M Buy
70,713
+11,688
+20% +$309K 0.07% 289
2025
Q2 		$1.57M Buy
59,025
+20,939
+55% +$550K 0.06% 314
2025
Q1 		$1.04M Buy
38,086
+3,319
+10% +$88.5K 0.05% 375
2024
Q4 		$911K Sell
34,767
-9,663
-22% -$265K 0.05% 325
2024
Q3 		$1.29M Sell
44,430
-4,596
-9% -$131K 0.06% 307
2024
Q2 		$1.33M Sell
49,026
-994
-2% -$26.8K 0.06% 290
2024
Q1 		$1.4M Buy
50,020
+1,116
+2% +$31.1K 0.07% 293
2023
Q4 		$1.42M Buy
48,904
+904
+2% +$24.1K 0.08% 273
2023
Q3 		$1.25M Buy
48,000
+7,750
+19% +$218K 0.08% 274
2023
Q2 		$1.2M Buy
40,250
+16,688
+71% +$504K 0.07% 320
2023
Q1 		$728K Sell
23,562
-19,626
-45% -$596K 0.06% 360
2022
Q4 		$1.25M Buy
43,188
+17,352
+67% +$508K 0.08% 275
2022
Q3 		$766K Buy
+25,836
New +$839K 0.08% 259
2022
Q1 		– Sell
-33,956
Closed -$1.43M – 466
2021
Q4 		$1.43M Sell
33,956
-413
-1% -$17.3K 0.08% 264
2021
Q3 		$1.42M Buy
34,369
+1,659
+5% +$70.4K 0.1% 241
2021
Q2 		$1.35M Sell
32,710
-29,501
-47% -$1.18M 0.09% 256
2021
Q1 		$2.5M Sell
62,211
-7,621
-11% -$317K 0.09% 208
2020
Q4 		$3.15M Sell
69,832
-10,519
-13% -$478K 0.13% 138
2020
Q3 		$3.76M Sell
80,351
-6,549
-8% -$311K 0.19% 112
2020
Q2 		$4.08M Buy
86,900
+24,404
+39% +$1.15M 0.22% 102
2020
Q1 		$2.95M Buy
62,496
+30,825
+97% +$1.32M 0.22% 109
2019
Q4 		$1.23M Buy
31,671
+7,004
+28% +$280K 0.09% 221
2019
Q3 		$1.01M Buy
+24,667
New +$985K 0.08% 249
2019
Q1 		$956K Buy
26,278
+17,009
+184% +$596K 0.11% 205
2018
Q4 		$325K Buy
+9,269
New +$309K 0.05% 368

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 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

Sowell Financial Services's SPTL Position: Q2 2026 in Review

Sowell Financial Services increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 24% in Q2 2026, buying an estimated $635K and bringing the position to 127,935 shares worth $3.36M. The position accounts for 0.11% of the portfolio, ranked #201.

Sowell Financial Services first reported a position in SPTL in Q4 2018 and has held it in 28 quarters since. The position peaked at $4.08M in Q2 2020. 483 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Sowell Financial Services held 127,935 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $3.36M as of Q2 2026.
  • Sowell Financial Services bought 24,349 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $635K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.11% of Sowell Financial Services's portfolio in Q2 2026, its #201 holding.
  • Sowell Financial Services first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2018 and has held it in 28 quarters since.
  • Sowell Financial Services's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $4.08M in Q2 2020.
  • 483 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.