Brady Martz Wealth Solutions’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Brady Martz Wealth Solutions’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	$1.04M	Sell	39,767 -2,808	-7%	-$73.2K	0.16%	100
2026 Q1	$1.12M	Sell	42,575 -6,500	-13%	-$173K	0.19%	89
2025 Q4	$1.3M	Sell	49,075 -15,615	-24%	-$421K	0.23%	79
2025 Q3	$1.74M	Sell	64,690 -572	-0.9%	-$15.1K	0.32%	65
2025 Q2	$1.73M	Sell	65,262 -100,366	-61%	-$2.63M	0.34%	62
2025 Q1	$4.52M	Sell	165,628 -34,803	-17%	-$928K	1.02%	28
2024 Q4	$5.12M	Buy	+200,431	New	+$5.49M	1.23%	18

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

Brady Martz Wealth Solutions's SPTL Position: Q2 2026 in Review

Brady Martz Wealth Solutions reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 6.6% in Q2 2026, selling an estimated $73.2K and leaving 39,767 shares worth $1.04M. The position accounts for 0.16% of the portfolio, ranked #100.

Brady Martz Wealth Solutions first reported a position in SPTL in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.12M in Q4 2024. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Brady Martz Wealth Solutions held 39,767 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.04M as of Q2 2026.
Brady Martz Wealth Solutions sold 2,808 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $73.2K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.16% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #100 holding.
Brady Martz Wealth Solutions first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Brady Martz Wealth Solutions's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $5.12M in Q4 2024.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.