James T. Borello RIA’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

James T. Borello RIA’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 Q3	$182K	Hold	7,616	–	–	0.04%	118
2026 Q2	$200K	Hold	7,616	–	–	0.04%	114
2026 Q1	$200K	Buy	7,616 +443	+6%	+$11.8K	0.05%	107
2025 Q4	$190K	Hold	7,173	–	–	0.05%	103
2025 Q3	$193K	Buy	7,173 +328	+5%	+$8.66K	0.05%	98
2025 Q2	$182K	Buy	6,845 +1	+0%	+$26	0.05%	88
2025 Q1	$187K	Buy	+6,844	New	+$182K	0.06%	78

Other funds holding SPTL

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

SWA

Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

ACM

Appalachian Capital Management St Clairsville, Ohio $139M AUM 11.61% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

James T. Borello RIA's SPTL Position: Q3 2026 in Review

James T. Borello RIA held its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) position steady in Q3 2026 at 7,616 shares worth $182K. The position accounts for 0.04% of the portfolio, ranked #118.

James T. Borello RIA first reported a position in SPTL in Q1 2025 and has held it in 7 quarters since. The position peaked at $200K in Q1 2026. 75 funds tracked by Wall St. Rank hold SPTL as of Q3 2026.

James T. Borello RIA held 7,616 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $182K as of Q3 2026.
James T. Borello RIA left its State Street SPDR Portfolio Long Term Treasury ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.04% of James T. Borello RIA's portfolio in Q3 2026, its #118 holding.
James T. Borello RIA first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2025 and has held it in 7 quarters since.
James T. Borello RIA's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $200K in Q1 2026.
75 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.