Vertex Planning Partners’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Vertex Planning Partners’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	$510K	Buy	19,439 +8,465	+77%	+$221K	0.08%	92
2026 Q1	$289K	Buy	+10,974	New	+$292K	0.06%	115
2025 Q1	–	Sell	-44,855	Closed	-$1.17M	–	189
2024 Q4	$1.17M	Buy	44,855 +1,520	+4%	+$41.6K	0.26%	54
2024 Q3	$1.26M	Sell	43,335 -14,193	-25%	-$405K	0.3%	43
2024 Q2	$1.57M	Buy	57,528 +19,225	+50%	+$519K	0.41%	36
2024 Q1	$1.07M	Sell	38,303 -1,681	-4%	-$46.9K	0.3%	44
2023 Q4	$1.16M	Buy	39,984 +3,438	+9%	+$91.6K	0.34%	35
2023 Q3	$956K	Buy	36,546 +13,613	+59%	+$383K	0.33%	40
2023 Q2	$686K	Buy	22,933 +1,015	+5%	+$30.7K	0.23%	57
2023 Q1	$677K	Buy	21,918 +7,207	+49%	+$219K	0.25%	54
2022 Q4	$427K	Buy	+14,711	New	+$431K	0.17%	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

Vertex Planning Partners's SPTL Position: Q2 2026 in Review

Vertex Planning Partners increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 77% in Q2 2026, buying an estimated $221K and bringing the position to 19,439 shares worth $510K. The position accounts for 0.08% of the portfolio, ranked #92.

Vertex Planning Partners first reported a position in SPTL in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.57M in Q2 2024. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Vertex Planning Partners held 19,439 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $510K as of Q2 2026.
Vertex Planning Partners bought 8,465 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $221K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.08% of Vertex Planning Partners's portfolio in Q2 2026, its #92 holding.
Vertex Planning Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2022 and has held it in 11 quarters since.
Vertex Planning Partners's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.57M 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 Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.