Tucker Asset Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Tucker Asset Management’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	$12.2K	Sell	467 -52	-10%	-$1.36K	﹤0.01%	331
2026 Q1	$13.7K	Sell	519 -30	-5%	-$799	﹤0.01%	285
2025 Q4	$14.5K	Sell	549 -26	-5%	-$702	﹤0.01%	511
2025 Q3	$15.5K	Sell	575 -1,240	-68%	-$32.7K	﹤0.01%	239
2025 Q2	$48.2K	Sell	1,815 -609	-25%	-$16K	0.02%	164
2025 Q1	$66.1K	Sell	2,424 -1,513	-38%	-$40.3K	0.02%	159
2024 Q4	$103K	Sell	3,937 -617	-14%	-$16.9K	0.01%	234
2024 Q3	$132K	Sell	4,554 -1,183	-21%	-$33.7K	0.03%	194
2024 Q2	$156K	Buy	5,737 +303	+6%	+$8.18K	0.03%	189
2024 Q1	$152K	Buy	5,434 +5,263	+3,078%	+$147K	0.04%	205
2023 Q4	$4.96K	Hold	171	–	–	﹤0.01%	906
2023 Q3	$4.47K	Sell	171 -208	-55%	-$5.85K	﹤0.01%	856
2023 Q2	$11.3K	Buy	379 +203	+115%	+$6.13K	﹤0.01%	494
2023 Q1	$5.43K	Hold	176	–	–	﹤0.01%	682
2022 Q4	$5.16K	Sell	176 -58	-25%	-$1.7K	﹤0.01%	435
2022 Q3	$6.55K	Buy	234 +58	+33%	+$1.88K	﹤0.01%	388
2022 Q2	$5.82K	Hold	176	–	–	﹤0.01%	313
2022 Q1	$6.66K	Sell	176 -206	-54%	-$8.11K	﹤0.01%	286
2021 Q4	$16.1K	Hold	382	–	–	0.01%	177
2021 Q3	$16.1K	Hold	382	–	–	0.01%	158
2021 Q2	$15.8K	Sell	382 -225	-37%	-$9K	0.01%	143
2021 Q1	$23.7K	Sell	607 -124	-17%	-$5.16K	0.01%	123
2020 Q4	$33K	Buy	+731	New	+$33.2K	0.02%	85

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

Tucker Asset Management's SPTL Position: Q2 2026 in Review

Tucker Asset Management reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 10% in Q2 2026, selling an estimated $1.36K and leaving 467 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Tucker Asset Management first reported a position in SPTL in Q4 2020 and has held it in 23 quarters since. The position peaked at $156K in Q2 2024. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Tucker Asset Management held 467 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $12.2K as of Q2 2026.
Tucker Asset Management sold 52 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $1.36K.
State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q2 2026, its #331 holding.
Tucker Asset Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2020 and has held it in 23 quarters since.
Tucker Asset Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $156K in Q2 2024.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.