SPTL β€” SPDR PORTFOLIO LONG TERM TREASURY ETF

Ownership history in GIRARD ADVISORY SERVICES, LLC  Β·  3 quarters on record

AI Ownership Summary

GIRARD ADVISORY SERVICES, LLC reported SPDR PORTFOLIO LONG TERM TREASURY ETF (SPTL) in 3 quarterly 13F filings from 2023 Q4 through 2024 Q2. Peak portfolio weight reached 2.06% in 2024 Q2. The latest visible filing shows SPTL at 2.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPTL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GIRARD ADVISORY SERVICES, LLC's position in SPDR PORTFOLIO LONG TERM TREASURY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q2

SPTL was reported at 2.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.06% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GIRARD ADVISORY SERVICES, LLC held SPTL β€” position size vs. price
% of Fund (quarterly)    SPTL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 ADDED 799,044 +41,417 +5.5% 2.06% $21.7M 2024-08-14 (Est.) $27.15
2024 Q1 ADDED 757,627 +257,784 +51.6% 1.99% $21.2M 2024-05-13 $24.91
2023 Q4 INITIATED 499,843 β€” β€” 1.47% $14.5M 2024-02-09 $25.51

FAQ About GIRARD ADVISORY SERVICES, LLC and SPTL

These are the practical questions this page is built to answer before you even open the full history table.

How long has GIRARD ADVISORY SERVICES, LLC reported owning SPTL?

GIRARD ADVISORY SERVICES, LLC reported SPTL across 3 quarterly 13F filings, from 2023 Q4 through 2024 Q2.

What was the largest reported SPTL position in GIRARD ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for SPTL was 2.06% in 2024 Q2.

What is the latest reported SPTL position on this page?

The most recent filing on this page is 2024 Q2, when GIRARD ADVISORY SERVICES, LLC reported 799,044 shares, equal to 2.06% of portfolio, with an estimated market value of $21.7M.

What does the chart on this SPTL ownership page compare?

The chart compares GIRARD ADVISORY SERVICES, LLC's quarterly SPTL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to GIRARD ADVISORY SERVICES, LLC Holdings