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Strategic Investment Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Strategic Investment 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
Q2 		$3.68M Buy
140,319
+7,147
+5% +$186K 0.22% 57
2026
Q1 		$3.5M Buy
133,172
+54,115
+68% +$1.44M 0.24% 55
2025
Q4 		$2.09M Buy
79,057
+78,997
+131,662% +$2.13M 0.18% 63
2025
Q3 		$1.86M Sell
60
-63,818
-100% -$1.68M 0.17% 69
2025
Q2 		$1.7M Buy
63,878
+5,791
+10% +$152K 0.16% 67
2025
Q1 		$1.58M Buy
58,087
+7,413
+15% +$198K 0.17% 75
2024
Q4 		$1.33M Buy
50,674
+17,415
+52% +$477K 0.14% 85
2024
Q3 		$967K Sell
33,259
-3,559
-10% -$102K 0.11% 118
2024
Q2 		$1M Buy
36,818
+9,479
+35% +$256K 0.12% 107
2024
Q1 		$764K Buy
+27,339
New +$763K 0.1% 134
2023
Q2 		– Sell
-7,389
Closed -$228K – 244
2023
Q1 		$228K Sell
7,389
-1,756
-19% -$53.3K 0.04% 222
2022
Q4 		$265K Sell
9,145
-56
-0.6% -$1.64K 0.06% 200
2022
Q3 		$273K Sell
9,201
-7,734
-46% -$251K 0.06% 153
2022
Q2 		$560K Buy
16,935
+2,336
+16% +$79.1K 0.11% 141
2022
Q1 		$552K Buy
14,599
+3,877
+36% +$153K 0.1% 150
2021
Q4 		$452K Buy
10,722
+2,111
+25% +$88.6K 0.09% 161
2021
Q3 		$356K Sell
8,611
-511
-6% -$21.7K 0.08% 163
2021
Q2 		$377K Buy
+9,122
New +$365K 0.09% 165
2020
Q3 		– Sell
-38,209
Closed -$1.79M – 188
2020
Q2 		$1.79M Buy
+38,209
New +$1.8M 0.68% 44
2019
Q3 		– Sell
-6,680
Closed -$257K – 166
2019
Q2 		$257K Buy
+6,680
New +$244K 0.14% 117
2019
Q1 		– Sell
-7,748
Closed -$271K – 139
2018
Q4 		$271K Buy
+7,748
New +$259K 0.24% 85

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 22.96% 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

Strategic Investment Advisors's SPTL Position: Q2 2026 in Review

Strategic Investment Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 5.4% in Q2 2026, buying an estimated $186K and bringing the position to 140,319 shares worth $3.68M. The position accounts for 0.22% of the portfolio, ranked #57.

Strategic Investment Advisors first reported a position in SPTL in Q4 2018 and has held it in 21 quarters since. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Strategic Investment Advisors held 140,319 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $3.68M as of Q2 2026.
  • Strategic Investment Advisors bought 7,147 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $186K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.22% of Strategic Investment Advisors's portfolio in Q2 2026, its #57 holding.
  • Strategic Investment Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2018 and has held it in 21 quarters since.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.