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

Spire Wealth Management’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	$3.78K	Hold	144	–	–	﹤0.01%	1875
2026 Q1	$3.79K	Buy	144 +76	+112%	+$2.02K	﹤0.01%	1904
2025 Q4	$1.8K	Sell	68 -288	-81%	-$7.77K	﹤0.01%	2120
2025 Q3	$9.59K	Buy	356 +62	+21%	+$1.64K	﹤0.01%	1765
2025 Q2	$7.82K	Hold	294	–	–	﹤0.01%	1804
2025 Q1	$8.01K	Sell	294 -1,223	-81%	-$32.6K	﹤0.01%	1909
2024 Q4	$39.7K	Buy	1,517 +1,223	+416%	+$33.5K	﹤0.01%	1367
2024 Q3	$8.55K	Hold	294	–	–	﹤0.01%	1680
2024 Q2	$8K	Sell	294 -5,151	-95%	-$139K	﹤0.01%	1704
2024 Q1	$152K	Sell	5,445 -622	-10%	-$17.4K	﹤0.01%	863
2023 Q4	$168K	Sell	6,067 -3,505	-37%	-$93.3K	0.01%	811
2023 Q3	$250K	Buy	9,572 +4,744	+98%	+$133K	0.01%	645
2023 Q2	$144K	Buy	4,828 +197	+4%	+$5.95K	0.01%	837
2023 Q1	$143K	Buy	4,631 +396	+9%	+$12K	0.01%	841
2022 Q4	$123K	Buy	4,235 +1,489	+54%	+$43.6K	0.01%	678
2022 Q3	$81K	Buy	2,746 +1,736	+172%	+$56.4K	﹤0.01%	782
2022 Q2	$33K	Buy	1,010 +91	+10%	+$3.08K	﹤0.01%	1472
2022 Q1	$56K	Buy	919 +414	+82%	+$16.3K	﹤0.01%	1409
2021 Q4	$21K	Buy	505 +229	+83%	+$9.62K	﹤0.01%	2104
2021 Q3	$11K	Buy	276 +2	+0.7%	+$85	﹤0.01%	2077
2021 Q2	$11K	Sell	274 -94	-26%	-$3.76K	﹤0.01%	2089
2021 Q1	$11K	Buy	+368	New	+$15.3K	﹤0.01%	2387

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

Spire Wealth Management's SPTL Position: Q2 2026 in Review

Spire Wealth Management held its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) position steady in Q2 2026 at 144 shares worth $3.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1875.

Spire Wealth Management first reported a position in SPTL in Q1 2021 and has held it in 22 quarters since. The position peaked at $250K in Q3 2023. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Spire Wealth Management held 144 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $3.78K as of Q2 2026.
Spire Wealth Management left its State Street SPDR Portfolio Long Term Treasury ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1875 holding.
Spire Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $250K in Q3 2023.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.