Valtinson Bruner Financial Planning’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Valtinson Bruner Financial 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	$330K	Buy	12,600 +798	+7%	+$20.8K	0.08%	125
2026 Q1	$310K	Buy	11,802 +3,778	+47%	+$101K	0.09%	116
2025 Q4	$212K	Buy	+8,024	New	+$217K	0.06%	155
2023 Q1	–	Sell	-8,892	Closed	-$280K	–	115
2022 Q4	$280K	Sell	8,892 -1,870	-17%	-$54.7K	0.16%	97
2022 Q3	$319K	Buy	+10,762	New	+$349K	0.2%	78

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

Valtinson Bruner Financial Planning's SPTL Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 6.8% in Q2 2026, buying an estimated $20.8K and bringing the position to 12,600 shares worth $330K. The position accounts for 0.08% of the portfolio, ranked #125.

Valtinson Bruner Financial Planning first reported a position in SPTL in Q3 2022 and has held it in 5 quarters since. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Valtinson Bruner Financial Planning held 12,600 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $330K as of Q2 2026.
Valtinson Bruner Financial Planning bought 798 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $20.8K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.08% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #125 holding.
Valtinson Bruner Financial Planning first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2022 and has held it in 5 quarters since.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.