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Third View Private Wealth’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Third View Private Wealth’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 		$243K Sell
9,273
-585
-6% -$15.3K 0.03% 271
2026
Q1 		$259K Sell
9,858
-1,118
-10% -$29.8K 0.04% 247
2025
Q4 		$291K Buy
+10,976
New +$296K 0.04% 234

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Third View Private Wealth's SPTL Position: Q2 2026 in Review

Third View Private Wealth reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 5.9% in Q2 2026, selling an estimated $15.3K and leaving 9,273 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #271.

Third View Private Wealth first reported a position in SPTL in Q4 2025 and has held it in 3 quarters since. The position peaked at $291K in Q4 2025. 303 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Third View Private Wealth held 9,273 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $243K as of Q2 2026.
  • Third View Private Wealth sold 585 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $15.3K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.03% of Third View Private Wealth's portfolio in Q2 2026, its #271 holding.
  • Third View Private Wealth first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Third View Private Wealth's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $291K in Q4 2025.
  • 303 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.