Cornerstone Wealth Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Cornerstone Wealth 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	$1.49M	Buy	56,779 +4,322	+8%	+$113K	0.06%	264
2026 Q1	$1.38M	Sell	52,457 -2,106	-4%	-$56.1K	0.07%	248
2025 Q4	$1.44M	Sell	54,563 -2,078	-4%	-$56.1K	0.08%	222
2025 Q3	$1.53M	Sell	56,641 -1,613	-3%	-$42.6K	0.08%	203
2025 Q2	$1.55M	Buy	58,254 +6,132	+12%	+$161K	0.09%	185
2025 Q1	$1.42M	Buy	52,122 +13,395	+35%	+$357K	0.1%	181
2024 Q4	$1.01M	Buy	38,727 +2,136	+6%	+$58.5K	0.07%	227
2024 Q3	$1.06M	Buy	36,591 +3,189	+10%	+$91K	0.07%	212
2024 Q2	$909K	Buy	33,402 +16,297	+95%	+$440K	0.07%	217
2024 Q1	$478K	Buy	+17,105	New	+$477K	0.04%	337

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

Cornerstone Wealth Management's SPTL Position: Q2 2026 in Review

Cornerstone Wealth Management increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 8.2% in Q2 2026, buying an estimated $113K and bringing the position to 56,779 shares worth $1.49M. The position accounts for 0.06% of the portfolio, ranked #264.

Cornerstone Wealth Management first reported a position in SPTL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.55M in Q2 2025. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Cornerstone Wealth Management held 56,779 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.49M as of Q2 2026.
Cornerstone Wealth Management bought 4,322 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $113K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.06% of Cornerstone Wealth Management's portfolio in Q2 2026, its #264 holding.
Cornerstone Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
Cornerstone Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.55M in Q2 2025.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.