Capstone Wealth Management Group (Pennsylvania)’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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	–	Sell	-8,146	Closed	-$214K	–	105
2026 Q1	$214K	Buy	8,146 +54	+0.7%	+$1.44K	0.09%	92
2025 Q4	$214K	Buy	+8,092	New	+$218K	0.09%	79
2024 Q2	–	Sell	-158,975	Closed	-$4.44M	–	73
2024 Q1	$4.44M	Buy	158,975 +106,039	+200%	+$2.96M	3.19%	9
2023 Q4	$1.54M	Sell	52,936 -18,905	-26%	-$503K	1.45%	17
2023 Q3	$1.88M	Buy	71,841 +19,608	+38%	+$552K	1.95%	14
2023 Q2	$1.56M	Buy	+52,233	New	+$1.58M	1.61%	17

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

Capstone Wealth Management Group (Pennsylvania)'s SPTL Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026, closing a stake of 8,146 shares — an estimated $214K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in SPTL in Q2 2023 and held it in 6 quarters. The position peaked at $4.44M in Q1 2024. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Capstone Wealth Management Group (Pennsylvania) reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Capstone Wealth Management Group (Pennsylvania) sold 8,146 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $214K.
Capstone Wealth Management Group (Pennsylvania) first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2023 and held it in 6 quarters.
Capstone Wealth Management Group (Pennsylvania)'s State Street SPDR Portfolio Long Term Treasury ETF position peaked at $4.44M in Q1 2024.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.