PSI
SPTL icon

Planning Strategies Inc.’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Planning Strategies Inc.’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 		$20K Buy
+764
New +$19.9K 0.01% 246

Other funds holding SPTL

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MPW
MA Private Wealth San Carlos, California $671M AUM 23.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

Planning Strategies Inc.'s SPTL Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026: 764 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #246 among its holdings.

170 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Planning Strategies Inc. held 764 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $20K as of Q2 2026.
  • State Street SPDR Portfolio Long Term Treasury ETF was a new Planning Strategies Inc. position in Q2 2026.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #246 holding.
  • 170 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.