Centerpoint Advisory Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Centerpoint Advisory 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	$705K	Sell	26,881 -790	-3%	-$20.6K	0.45%	52
2026 Q1	$728K	Sell	27,671 -7,148	-21%	-$190K	0.55%	44
2025 Q4	$922K	Sell	34,819 -3,440	-9%	-$92.8K	0.71%	37
2025 Q3	$1.03M	Sell	38,259 -4,214	-10%	-$111K	0.8%	32
2025 Q2	$1.13M	Sell	42,473 -785	-2%	-$20.6K	0.98%	27
2025 Q1	$1.18M	Sell	43,258 -13,876	-24%	-$370K	1.16%	24
2024 Q4	$1.5M	Buy	+57,134	New	+$1.56M	1.45%	23

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

Centerpoint Advisory Group's SPTL Position: Q2 2026 in Review

Centerpoint Advisory Group reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 2.9% in Q2 2026, selling an estimated $20.6K and leaving 26,881 shares worth $705K. The position accounts for 0.45% of the portfolio, ranked #52.

Centerpoint Advisory Group first reported a position in SPTL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q4 2024. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Centerpoint Advisory Group held 26,881 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $705K as of Q2 2026.
Centerpoint Advisory Group sold 790 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $20.6K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.45% of Centerpoint Advisory Group's portfolio in Q2 2026, its #52 holding.
Centerpoint Advisory Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Centerpoint Advisory Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.5M in Q4 2024.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.