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

Strata Wealth Advisors’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
Q3 		$13M Buy
+544,531
New +$13.7M 3.05% 10

Other funds holding SPTL

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Hudock Inc
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return
ACM
Appalachian Capital Management St Clairsville, Ohio $139M AUM 11.61% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Strata Wealth Advisors's SPTL Position: Q3 2026 in Review

Strata Wealth Advisors opened a new position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2026: 544,531 shares worth $13M. The stake represents 3.05% of the portfolio and ranks #10 among its holdings.

74 funds tracked by Wall St. Rank hold SPTL as of Q3 2026.

  • Strata Wealth Advisors held 544,531 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $13M as of Q3 2026.
  • State Street SPDR Portfolio Long Term Treasury ETF was a new Strata Wealth Advisors position in Q3 2026.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 3.05% of Strata Wealth Advisors's portfolio in Q3 2026, its #10 holding.
  • 74 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.