Third View Private Wealth
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Third View Private Wealth’s State Street SPDR Portfolio Long Term Treasury Index 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
Q3 		$205K Sell
8,614
-659
-7% -$16.6K 0.02% 270
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

Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
One Day In July LLC
One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Third View Private Wealth's SPTL Position: Q3 2026 in Review

Third View Private Wealth reduced its State Street SPDR Portfolio Long Term Treasury Index ETF (SPTL) stake by 7.1% in Q3 2026, selling an estimated $16.6K and leaving 8,614 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #270.

Third View Private Wealth first reported a position in SPTL in Q4 2025 and has held it in 4 quarters since. The position peaked at $291K in Q4 2025. 291 funds tracked by Wall St. Rank hold SPTL as of Q3 2026.

  • Third View Private Wealth held 8,614 shares of State Street SPDR Portfolio Long Term Treasury Index ETF worth $205K as of Q3 2026.
  • Third View Private Wealth sold 659 State Street SPDR Portfolio Long Term Treasury Index ETF shares in Q3 2026, an estimated $16.6K.
  • State Street SPDR Portfolio Long Term Treasury Index ETF made up 0.02% of Third View Private Wealth's portfolio in Q3 2026, its #270 holding.
  • Third View Private Wealth first reported a position in State Street SPDR Portfolio Long Term Treasury Index ETF in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's State Street SPDR Portfolio Long Term Treasury Index ETF position peaked at $291K in Q4 2025.
  • 291 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury Index ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.