Magnolia Private Wealth, LLC SPTL β€” STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF

Ownership history in Magnolia Private Wealth, LLC  Β·  2 quarters on record

AI Ownership Summary

Magnolia Private Wealth, LLC reported STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF (SPTL) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.95% in 2026 Q1. The latest visible filing shows SPTL at 0.95% 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 Magnolia Private Wealth, LLC's position in STATE STREET 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
2026 Q1

SPTL was reported at 0.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.95% in 2026 Q1

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

Time in book
Holding Window
2025 Q4 to 2026 Q1

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 Magnolia Private Wealth, LLC held SPTL β€” position size vs. price
% of Fund (quarterly)    SPTL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 53,950 +20,926 +63.4% 0.95% $1.4M 2026-04-21 $26.28
2025 Q4 INITIATED β€” β€” β€” 33,024 β€” β€” 0.61% $874K 2026-02-06 $26.36

FAQ About Magnolia Private Wealth, 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 Magnolia Private Wealth, LLC reported owning SPTL?

Magnolia Private Wealth, LLC reported SPTL across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported SPTL position in Magnolia Private Wealth, LLC's portfolio?

The largest reported portfolio weight for SPTL was 0.95% in 2026 Q1.

What is the latest reported SPTL position on this page?

The most recent filing on this page is 2026 Q1, when Magnolia Private Wealth, LLC reported 53,950 shares, equal to 0.95% of portfolio, with an estimated market value of $1.4M.

What does the chart on this SPTL ownership page compare?

The chart compares Magnolia Private Wealth, 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.

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