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

Walkner Condon 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	$871K	Buy	33,204 +7,356	+28%	+$192K	0.1%	134
2026 Q1	$680K	Buy	25,848 +23	+0.1%	+$613	0.09%	146
2025 Q4	$684K	Buy	25,825 +4,094	+19%	+$110K	0.09%	145
2025 Q3	$586K	Buy	21,731 +539	+3%	+$14.2K	0.09%	152
2025 Q2	$563K	Buy	21,192 +33	+0.2%	+$866	0.1%	143
2025 Q1	$577K	Buy	21,159 +477	+2%	+$12.7K	0.12%	137
2024 Q4	$542K	Sell	20,682 -17,241	-45%	-$472K	0.11%	150
2024 Q3	$1.1M	Sell	37,923 -27,454	-42%	-$783K	0.22%	92
2024 Q2	$1.78M	Buy	65,377 +52,262	+398%	+$1.41M	0.38%	62
2024 Q1	$366K	Sell	13,115 -3,274	-20%	-$91.3K	0.08%	191
2023 Q4	$476K	Buy	16,389 +4,921	+43%	+$131K	0.11%	156
2023 Q3	$300K	Buy	11,468 +452	+4%	+$12.7K	0.08%	192
2023 Q2	$329K	Buy	11,016 +206	+2%	+$6.22K	0.09%	172
2023 Q1	$334K	Sell	10,810 -694	-6%	-$21.1K	0.09%	159
2022 Q4	$334K	Sell	11,504 -2,782	-19%	-$81.4K	0.1%	156
2022 Q3	$423K	Buy	14,286 +1,344	+10%	+$43.6K	0.14%	132
2022 Q2	$428K	Buy	12,942 +1,109	+9%	+$37.6K	0.13%	135
2022 Q1	$448K	Buy	+11,833	New	+$466K	0.13%	142
2021 Q3	–	Sell	-10,907	Closed	-$439K	–	174
2021 Q2	$439K	Buy	10,907 +293	+3%	+$11.7K	0.16%	107
2021 Q1	$414K	Sell	10,614 -2,792	-21%	-$116K	0.16%	109
2020 Q4	$605K	Buy	13,406 +522	+4%	+$23.7K	0.26%	69
2020 Q3	$602K	Sell	12,884 -217	-2%	-$10.3K	0.32%	60
2020 Q2	$615K	Buy	13,101 +450	+4%	+$21.2K	0.54%	29
2020 Q1	$598K	Sell	12,651 -3,397	-21%	-$145K	0.64%	26
2019 Q4	$624K	Buy	+16,048	New	+$641K	0.6%	31

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

Walkner Condon Financial Advisors's SPTL Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 28% in Q2 2026, buying an estimated $192K and bringing the position to 33,204 shares worth $871K. The position accounts for 0.1% of the portfolio, ranked #134.

Walkner Condon Financial Advisors first reported a position in SPTL in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.78M in Q2 2024. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Walkner Condon Financial Advisors held 33,204 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $871K as of Q2 2026.
Walkner Condon Financial Advisors bought 7,356 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $192K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.1% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #134 holding.
Walkner Condon Financial Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2019 and has held it in 25 quarters since.
Walkner Condon Financial Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.78M in Q2 2024.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.