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Stonebridge Financial Group (Pennsylvania)’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$282K Buy
10,767
+510
+5% +$13.3K 0.02% 229
2026
Q1 		$270K Buy
+10,257
New +$273K 0.02% 223

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s SPTL Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 5% in Q2 2026, buying an estimated $13.3K and bringing the position to 10,767 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #229.

Stonebridge Financial Group (Pennsylvania) first reported a position in SPTL in Q1 2026 and has held it in 2 quarters since. 403 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 10,767 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $282K as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) bought 510 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $13.3K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.02% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #229 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 403 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.