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Buttonwood Financial Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Buttonwood Financial 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 		$231K Sell
8,822
-171
-2% -$4.46K 0.13% 31
2026
Q1 		$237K Sell
8,993
-192,527
-96% -$5.13M 0.15% 30
2025
Q4 		$5.37M Sell
201,520
-34,274
-15% -$925K 2.85% 9
2025
Q3 		$6.34M Buy
235,794
+55,741
+31% +$1.47M 2.74% 9
2025
Q2 		$4.68M Buy
180,053
+18,495
+11% +$485K 2.37% 12
2025
Q1 		$4.21M Sell
161,558
-102,604
-39% -$2.73M 2.47% 13
2024
Q4 		$6.9M Buy
264,162
+12,594
+5% +$345K 3.82% 7
2024
Q3 		$7.31M Sell
251,568
-32,137
-11% -$917K 4.39% 7
2024
Q2 		$7.57M Buy
283,705
+12,141
+4% +$328K 4.32% 8
2024
Q1 		$7.59M Buy
271,564
+1,863
+0.7% +$52K 4.49% 8
2023
Q4 		$7.83M Buy
269,701
+3,247
+1% +$86.5K 5.7% 6
2023
Q3 		$6.59M Buy
266,454
+67,564
+34% +$1.9M 4.81% 8
2023
Q2 		$5.87M Buy
198,890
+94,418
+90% +$2.85M 5.08% 8
2023
Q1 		$3.23M Buy
104,472
+83,736
+404% +$2.54M 3.22% 8
2022
Q4 		$602K Sell
20,736
-77,816
-79% -$2.28M 0.55% 20
2022
Q3 		$2.91M Buy
98,552
+27,243
+38% +$885K 3.03% 8
2022
Q2 		$2.35M Buy
71,309
+2,154
+3% +$73K 2.3% 11
2022
Q1 		$2.62M Buy
+69,155
New +$2.72M 1.94% 7

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Buttonwood Financial Group's SPTL Position: Q2 2026 in Review

Buttonwood Financial Group reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 1.9% in Q2 2026, selling an estimated $4.46K and leaving 8,822 shares worth $231K. The position accounts for 0.13% of the portfolio, ranked #31.

Buttonwood Financial Group first reported a position in SPTL in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.83M in Q4 2023. 473 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Buttonwood Financial Group held 8,822 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $231K as of Q2 2026.
  • Buttonwood Financial Group sold 171 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $4.46K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.13% of Buttonwood Financial Group's portfolio in Q2 2026, its #31 holding.
  • Buttonwood Financial Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2022 and has held it in 18 quarters since.
  • Buttonwood Financial Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $7.83M in Q4 2023.
  • 473 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Buttonwood Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.