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

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

Broadway Wealth Solutions's SPTL Position: Q2 2026 in Review

Broadway Wealth Solutions increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 5.1% in Q2 2026, buying an estimated $220K and bringing the position to 173,205 shares worth $4.54M. The position accounts for 2.12% of the portfolio, ranked #10.

Broadway Wealth Solutions first reported a position in SPTL in Q4 2024 and has held it in 7 quarters since. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Broadway Wealth Solutions held 173,205 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $4.54M as of Q2 2026.
Broadway Wealth Solutions bought 8,452 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $220K.
State Street SPDR Portfolio Long Term Treasury ETF made up 2.12% of Broadway Wealth Solutions's portfolio in Q2 2026, its #10 holding.
Broadway 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.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

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