Barnes Wealth Management Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Barnes Wealth Management Group’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	$205K	Buy	+7,828	New	+$204K	0.1%	189
2025 Q2	–	Sell	-8,067	Closed	-$220K	–	175
2025 Q1	$220K	Sell	8,067 -218	-3%	-$5.81K	0.14%	133
2024 Q4	$217K	Buy	+8,285	New	+$227K	0.15%	130

Other funds holding SPTL

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Barnes Wealth Management Group's SPTL Position: Q2 2026 in Review

Barnes Wealth Management Group opened a new position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026: 7,828 shares worth $205K. The stake represents 0.1% of the portfolio and ranks #189 among its holdings. This is a return to the name: Barnes Wealth Management Group previously reported a position in SPTL as recently as Q1 2025.

Barnes Wealth Management Group first reported a position in SPTL in Q4 2024 and has held it in 3 quarters since. The position peaked at $220K in Q1 2025. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Barnes Wealth Management Group held 7,828 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $205K as of Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF was a new Barnes Wealth Management Group position in Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.1% of Barnes Wealth Management Group's portfolio in Q2 2026, its #189 holding.
Barnes Wealth Management Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2024 and has held it in 3 quarters since.
Barnes Wealth Management Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $220K in Q1 2025.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.