Strategic Wealth Partners’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Strategic Wealth Partners’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 Q1	$39.2K	Sell	1,489 -49	-3%	-$1.3K	﹤0.01%	556
2025 Q4	$40.7K	Sell	1,538 -19,804	-93%	-$534K	﹤0.01%	554
2025 Q3	$575K	Buy	21,342 +20,636	+2,923%	+$545K	0.04%	214
2025 Q2	$18.8K	Buy	+706	New	+$18.5K	﹤0.01%	661
2019 Q3	–	Sell	-2,504	Closed	-$95K	–	770
2019 Q2	$95K	Sell	2,504 -296	-11%	-$10.8K	0.05%	183
2019 Q1	$100K	Sell	2,800 -24,925	-90%	-$873K	0.05%	187
2018 Q4	$975K	Buy	+27,725	New	+$925K	0.49%	62

Other funds holding SPTL

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Strategic Wealth Partners's SPTL Position: Q1 2026 in Review

Strategic Wealth Partners reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 3.2% in Q1 2026, selling an estimated $1.3K and leaving 1,489 shares worth $39.2K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Strategic Wealth Partners first reported a position in SPTL in Q4 2018 and has held it in 7 quarters since. The position peaked at $975K in Q4 2018. 481 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

Strategic Wealth Partners held 1,489 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $39.2K as of Q1 2026.
Strategic Wealth Partners sold 49 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $1.3K.
State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #556 holding.
Strategic Wealth Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2018 and has held it in 7 quarters since.
Strategic Wealth Partners's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $975K in Q4 2018.
481 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.