Strive Financial Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Strive Financial Group’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	$21.5K	Sell	821 -20	-2%	-$521	0.01%	365
2026 Q1	$22K	Hold	841	–	–	0.01%	326
2025 Q4	$22.3K	Buy	+841	New	+$22.7K	0.01%	316

Other funds holding SPTL

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Strive Financial Group's SPTL Position: Q2 2026 in Review

Strive Financial Group reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 2.4% in Q2 2026, selling an estimated $521 and leaving 821 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #365.

Strive Financial Group first reported a position in SPTL in Q4 2025 and has held it in 3 quarters since. The position peaked at $22.3K in Q4 2025. 474 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Strive Financial Group held 821 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $21.5K as of Q2 2026.
Strive Financial Group sold 20 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $521.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.01% of Strive Financial Group's portfolio in Q2 2026, its #365 holding.
Strive Financial Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
Strive Financial Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $22.3K in Q4 2025.
474 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.