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

Stratos 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 Q1	$40.8M	Buy	1,552,607 +51,835	+3%	+$1.38M	2.51%	4
2025 Q4	$39.7M	Buy	1,500,772 +1,028,922	+218%	+$27.8M	1.92%	4
2025 Q3	$12.7M	Buy	471,850 +167,959	+55%	+$4.43M	0.61%	35
2025 Q2	$8.08M	Sell	303,891 -97,730	-24%	-$2.56M	0.43%	60
2025 Q1	$10.9M	Buy	401,621 +250,480	+166%	+$6.68M	0.6%	41
2024 Q4	$3.96M	Sell	151,141 -193,930	-56%	-$5.31M	0.19%	119
2024 Q3	$10M	Buy	345,071 +17,722	+5%	+$506K	0.46%	52
2024 Q2	$8.91M	Buy	+327,349	New	+$8.84M	0.44%	55
2022 Q2	–	Sell	-83,885	Closed	-$3.17M	–	553
2022 Q1	$3.17M	Buy	83,885 +4,398	+6%	+$173K	0.26%	106
2021 Q4	$3.35M	Buy	+79,487	New	+$3.34M	0.24%	120
2021 Q2	–	Sell	-5,637	Closed	-$220K	–	552
2021 Q1	$220K	Sell	5,637 -5,746	-50%	-$239K	0.02%	448
2020 Q4	$514K	Buy	11,383 +4,207	+59%	+$191K	0.07%	245
2020 Q3	$335K	Buy	7,176 +1,108	+18%	+$52.6K	0.08%	237
2020 Q2	$285K	Buy	6,068 +5,693	+1,518%	+$268K	0.09%	218
2020 Q1	$18K	Buy	+375	New	+$16K	0.01%	224

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 $11.5B AUM 18.82% 1-Year Est. Return

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

Stratos Wealth Advisors's SPTL Position: Q1 2026 in Review

Stratos Wealth Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 3.5% in Q1 2026, buying an estimated $1.38M and bringing the position to 1,552,607 shares worth $40.8M. The position accounts for 2.51% of the portfolio, ranked #4.

Stratos Wealth Advisors first reported a position in SPTL in Q1 2020 and has held it in 15 quarters since. 481 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

Stratos Wealth Advisors held 1,552,607 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $40.8M as of Q1 2026.
Stratos Wealth Advisors bought 51,835 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $1.38M.
State Street SPDR Portfolio Long Term Treasury ETF made up 2.51% of Stratos Wealth Advisors's portfolio in Q1 2026, its #4 holding.
Stratos Wealth Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2020 and has held it in 15 quarters since.
481 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.