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

EPG 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	–	Sell	-409	Closed	-$10.8K	–	340
2026 Q1	$10.8K	Hold	409	–	–	﹤0.01%	281
2025 Q4	$10.8K	Hold	409	–	–	﹤0.01%	274
2025 Q3	$11K	Buy	409 +4	+1%	+$106	﹤0.01%	274
2025 Q2	$10.8K	Buy	+405	New	+$10.6K	﹤0.01%	271

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

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

EPG Wealth Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026, closing a stake of 409 shares — an estimated $10.8K sold.

EPG Wealth Management first reported a position in SPTL in Q2 2025 and held it in 4 quarters. The position peaked at $11K in Q3 2025. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

EPG Wealth Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
EPG Wealth Management sold 409 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $10.8K.
EPG Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2025 and held it in 4 quarters.
EPG Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $11K in Q3 2025.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.