XY Planning Network
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XY Planning Network’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

XY Planning Network’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 		$236K Buy
+9,904
New +$249K 0.03% 354

Other funds holding SPTL

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
One Day In July LLC
One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

XY Planning Network's SPTL Position: Q3 2026 in Review

XY Planning Network opened a new position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2026: 9,904 shares worth $236K. The stake represents 0.03% of the portfolio and ranks #354 among its holdings.

199 funds tracked by Wall St. Rank hold SPTL as of Q3 2026.

  • XY Planning Network held 9,904 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $236K as of Q3 2026.
  • State Street SPDR Portfolio Long Term Treasury ETF was a new XY Planning Network position in Q3 2026.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.03% of XY Planning Network's portfolio in Q3 2026, its #354 holding.
  • 199 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.