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

Summit Financial’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 		$3.24M Buy
123,573
+111,348
+911% +$2.9M 0.04% 474
2026
Q1 		$322K Buy
12,225
+4,230
+53% +$113K ﹤0.01% 1160
2025
Q4 		$212K Buy
+7,995
New +$216K ﹤0.01% 1230

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

Summit Financial's SPTL Position: Q2 2026 in Review

Summit Financial increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 911% in Q2 2026, buying an estimated $2.9M and bringing the position to 123,573 shares worth $3.24M. The position accounts for 0.04% of the portfolio, ranked #474.

Summit Financial first reported a position in SPTL in Q4 2025 and has held it in 3 quarters since. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Summit Financial held 123,573 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $3.24M as of Q2 2026.
  • Summit Financial bought 111,348 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $2.9M.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.04% of Summit Financial's portfolio in Q2 2026, its #474 holding.
  • Summit Financial first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.