Wealthspire Advisors (New York)’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Wealthspire Advisors (New York)’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	$22.8M	Buy	870,699 +858,442	+7,004%	+$22.4M	0.13%	111
2026 Q1	$322K	Buy	12,257 +429	+4%	+$11.4K	﹤0.01%	700
2025 Q4	$313K	Buy	11,828 +157	+1%	+$4.24K	﹤0.01%	784
2025 Q3	$315K	Buy	11,671 +61	+0.5%	+$1.61K	﹤0.01%	644
2025 Q2	$309K	Sell	11,610 -111	-0.9%	-$2.91K	﹤0.01%	657
2025 Q1	$320K	Buy	+11,721	New	+$312K	﹤0.01%	626
2024 Q4	–	Sell	-8,832	Closed	-$257K	–	836
2024 Q3	$257K	Buy	8,832 +256	+3%	+$7.3K	﹤0.01%	656
2024 Q2	$233K	Buy	+8,576	New	+$231K	﹤0.01%	588

Other funds holding SPTL

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 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

Wealthspire Advisors (New York)'s SPTL Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 7,004% in Q2 2026, buying an estimated $22.4M and bringing the position to 870,699 shares worth $22.8M. The position accounts for 0.13% of the portfolio, ranked #111.

Wealthspire Advisors (New York) first reported a position in SPTL in Q2 2024 and has held it in 8 quarters since. 483 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Wealthspire Advisors (New York) held 870,699 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $22.8M as of Q2 2026.
Wealthspire Advisors (New York) bought 858,442 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $22.4M.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.13% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #111 holding.
Wealthspire Advisors (New York) first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2024 and has held it in 8 quarters since.
483 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.