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

Stratos 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
Q2 		$464K Sell
17,686
-175,401
-91% -$4.57M ﹤0.01% 1184
2026
Q1 		$5.08M Buy
193,087
+6,755
+4% +$180K 0.06% 332
2025
Q4 		$4.93M Buy
186,332
+6,915
+4% +$187K 0.06% 327
2025
Q3 		$4.84M Buy
179,417
+10,476
+6% +$277K 0.06% 323
2025
Q2 		$4.49M Buy
168,941
+4,880
+3% +$128K 0.06% 308
2025
Q1 		$4.47M Buy
164,061
+272
+0.2% +$7.25K 0.07% 280
2024
Q4 		$4.29M Sell
163,789
-86,530
-35% -$2.37M 0.06% 307
2024
Q3 		$7.28M Buy
250,319
+18,716
+8% +$534K 0.11% 203
2024
Q2 		$6.3M Buy
231,603
+4,877
+2% +$132K 0.1% 203
2024
Q1 		$6.33M Buy
226,726
+56,449
+33% +$1.57M 0.11% 209
2023
Q4 		$4.94M Buy
170,277
+19,795
+13% +$527K 0.09% 226
2023
Q3 		$3.94M Buy
150,482
+16,154
+12% +$455K 0.08% 243
2023
Q2 		$4.02M Buy
134,328
+18,657
+16% +$564K 0.09% 229
2023
Q1 		$3.57M Buy
115,671
+47,385
+69% +$1.44M 0.1% 209
2022
Q4 		$1.98M Buy
68,286
+49,047
+255% +$1.44M 0.05% 350
2022
Q3 		$570K Buy
19,239
+899
+5% +$29.2K 0.02% 640
2022
Q2 		$607K Buy
18,340
+3,796
+26% +$129K 0.02% 658
2022
Q1 		$550K Buy
+14,544
New +$573K 0.01% 777
2018
Q2 		– Sell
-143
Closed -$5K – 2352
2018
Q1 		$5K Buy
+143
New +$4.97K ﹤0.01% 2619
2016
Q4 		– Sell
-7,222
Closed -$285K – 774
2016
Q3 		$285K Buy
+7,222
New +$288K 0.02% 508

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

Stratos Wealth Partners's SPTL Position: Q2 2026 in Review

Stratos Wealth Partners reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 91% in Q2 2026, selling an estimated $4.57M and leaving 17,686 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #1184.

Stratos Wealth Partners first reported a position in SPTL in Q3 2016 and has held it in 20 quarters since. The position peaked at $7.28M in Q3 2024. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Stratos Wealth Partners held 17,686 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $464K as of Q2 2026.
  • Stratos Wealth Partners sold 175,401 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $4.57M.
  • State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1184 holding.
  • Stratos Wealth Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2016 and has held it in 20 quarters since.
  • Stratos Wealth Partners's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $7.28M in Q3 2024.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.