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

Broadway 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	$4.54M	Buy	173,205 +8,452	+5%	+$220K	2.12%	10
2026 Q1	$4.33M	Buy	164,753 +12,007	+8%	+$320K	2.24%	9
2025 Q4	$4.04M	Buy	152,746 +12,688	+9%	+$342K	2.16%	9
2025 Q3	$3.77M	Buy	140,058 +14,930	+12%	+$394K	2.12%	10
2025 Q2	$3.33M	Buy	125,128 +9,690	+8%	+$254K	2.07%	10
2025 Q1	$3.15M	Buy	115,438 +15,213	+15%	+$405K	2.3%	9
2024 Q4	$2.62M	Buy	+100,225	New	+$2.75M	1.99%	9

Other funds holding SPTL

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $121M AUM

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return