United Capital Financial Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

United Capital Financial Advisors’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	$17.9M	Buy	684,031 +113,242	+20%	+$2.95M	0.1%	170
2026 Q1	$15M	Buy	570,789 +283,970	+99%	+$7.57M	0.09%	179
2025 Q4	$7.59M	Buy	+286,819	New	+$7.74M	0.05%	289

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

United Capital Financial Advisors's SPTL Position: Q2 2026 in Review

United Capital Financial Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 20% in Q2 2026, buying an estimated $2.95M and bringing the position to 684,031 shares worth $17.9M. The position accounts for 0.1% of the portfolio, ranked #170.

United Capital Financial Advisors 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.

United Capital Financial Advisors held 684,031 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $17.9M as of Q2 2026.
United Capital Financial Advisors bought 113,242 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $2.95M.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.1% of United Capital Financial Advisors's portfolio in Q2 2026, its #170 holding.
United Capital Financial Advisors 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 United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.