Tempus Wealth Planning’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Tempus Wealth Planning’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	$1.59M	Buy	60,468 +1,660	+3%	+$43.3K	0.31%	91
2026 Q1	$1.55M	Buy	58,808 +2,545	+5%	+$67.8K	0.36%	78
2025 Q4	$1.49M	Buy	56,263 +806	+1%	+$21.7K	0.34%	79
2025 Q3	$1.49M	Buy	55,457 +637	+1%	+$16.8K	0.34%	79
2025 Q2	$1.46M	Buy	54,820 +1,616	+3%	+$42.4K	0.36%	76
2025 Q1	$1.45M	Sell	53,204 -2,291	-4%	-$61.1K	0.43%	64
2024 Q4	$1.45M	Sell	55,495 -933	-2%	-$25.6K	0.44%	62
2024 Q3	$1.64M	Sell	56,428 -2,511	-4%	-$71.6K	0.6%	42
2024 Q2	$1.6M	Buy	58,939 +16,169	+38%	+$436K	0.67%	37
2024 Q1	$1.2M	Sell	42,770 -2,200	-5%	-$61.4K	0.53%	49
2023 Q4	$1.31M	Buy	44,970 +3,857	+9%	+$103K	0.57%	52
2023 Q3	$1.08M	Buy	41,113 +380	+0.9%	+$10.7K	0.54%	47
2023 Q2	$1.22M	Buy	40,733 +13,000	+47%	+$393K	0.55%	49
2023 Q1	$856K	Buy	27,733 +2,041	+8%	+$62K	0.42%	61
2022 Q4	$746K	Buy	+25,692	New	+$752K	0.45%	68
2020 Q1	–	Sell	-138,961	Closed	-$5.4M	–	73
2019 Q4	$5.4M	Buy	+138,961	New	+$5.55M	4.76%	5

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

Tempus Wealth Planning's SPTL Position: Q2 2026 in Review

Tempus Wealth Planning increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 2.8% in Q2 2026, buying an estimated $43.3K and bringing the position to 60,468 shares worth $1.59M. The position accounts for 0.31% of the portfolio, ranked #91.

Tempus Wealth Planning first reported a position in SPTL in Q4 2019 and has held it in 16 quarters since. The position peaked at $5.4M in Q4 2019. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Tempus Wealth Planning held 60,468 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.59M as of Q2 2026.
Tempus Wealth Planning bought 1,660 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $43.3K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.31% of Tempus Wealth Planning's portfolio in Q2 2026, its #91 holding.
Tempus Wealth Planning first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2019 and has held it in 16 quarters since.
Tempus Wealth Planning's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $5.4M in Q4 2019.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.