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

Elevated 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 Q3	$3.88M	Buy	+162,605	New	+$4.09M	1.09%	20

Other funds holding SPTL

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

SWA

Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

ACM

Appalachian Capital Management St Clairsville, Ohio $139M AUM 11.61% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Elevated Financial Group's SPTL Position: Q3 2026 in Review

Elevated Financial Group opened a new position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2026: 162,605 shares worth $3.88M. The stake represents 1.09% of the portfolio and ranks #20 among its holdings.

74 funds tracked by Wall St. Rank hold SPTL as of Q3 2026.

Elevated Financial Group held 162,605 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $3.88M as of Q3 2026.
State Street SPDR Portfolio Long Term Treasury ETF was a new Elevated Financial Group position in Q3 2026.
State Street SPDR Portfolio Long Term Treasury ETF made up 1.09% of Elevated Financial Group's portfolio in Q3 2026, its #20 holding.
74 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2026.

Based on Elevated Financial Group's 13F filing for Q3 2026, filed 16 Oct 2026.