Center For Asset Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Center For Asset Management’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	$774K	Buy	29,522 +1,237	+4%	+$32.3K	0.34%	76
2026 Q1	$744K	Buy	28,285 +1,510	+6%	+$40.2K	0.37%	69
2025 Q4	$709K	Buy	26,775 +3,131	+13%	+$84.5K	0.37%	68
2025 Q3	$637K	Sell	23,644 -5,897	-20%	-$156K	0.34%	65
2025 Q2	$776K	Buy	29,541 +6,098	+26%	+$160K	0.48%	47
2025 Q1	$639K	Sell	23,443 -6,761	-22%	-$180K	0.39%	55
2024 Q4	$791K	Buy	30,204 +12,039	+66%	+$330K	0.51%	45
2024 Q3	$528K	Sell	18,165 -672	-4%	-$19.2K	0.32%	71
2024 Q2	$513K	Buy	18,837 +3,662	+24%	+$98.8K	0.34%	67
2024 Q1	$424K	Buy	+15,175	New	+$423K	0.35%	69
2022 Q3	–	Sell	-8,650	Closed	-$286K	–	112
2022 Q2	$286K	Sell	8,650 -1,024	-11%	-$34.7K	0.27%	89
2022 Q1	$366K	Buy	9,674 +3,415	+55%	+$135K	0.28%	73
2021 Q4	$264K	Buy	6,259 +887	+17%	+$37.2K	0.2%	98
2021 Q3	$222K	Sell	5,372 -288	-5%	-$12.2K	0.19%	95
2021 Q2	$234K	Buy	+5,660	New	+$226K	0.2%	90

Other funds holding SPTL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ODIJL

One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MPW

MA Private Wealth San Carlos, California $671M AUM 23.37% 1-Year Est. Return

Center For Asset Management's SPTL Position: Q2 2026 in Review

Center For Asset Management increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 4.4% in Q2 2026, buying an estimated $32.3K and bringing the position to 29,522 shares worth $774K. The position accounts for 0.34% of the portfolio, ranked #76.

Center For Asset Management first reported a position in SPTL in Q2 2021 and has held it in 15 quarters since. The position peaked at $791K in Q4 2024. 282 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Center For Asset Management held 29,522 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $774K as of Q2 2026.
Center For Asset Management bought 1,237 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $32.3K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.34% of Center For Asset Management's portfolio in Q2 2026, its #76 holding.
Center For Asset Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2021 and has held it in 15 quarters since.
Center For Asset Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $791K in Q4 2024.
282 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Center For Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.