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

Financial Gravity 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 Q1	$105	Sell	4 -1	-20%	-$27	﹤0.01%	867
2025 Q4	$132	Hold	5	–	–	﹤0.01%	678
2025 Q3	$135	Buy	+5	New	+$132	﹤0.01%	888
2025 Q1	$136	Buy	+5	New	+$133	﹤0.01%	979
2024 Q2	$3.43K	Buy	+126	New	+$3.4K	﹤0.01%	669
2021 Q3	$216K	Hold	5,251	–	–	0.1%	163
2021 Q2	$217K	Buy	+5,251	New	+$210K	0.08%	173
2020 Q4	$209K	Buy	+4,607	New	+$209K	0.19%	65
2019 Q4	$176K	Sell	4,536 -329	-7%	-$13.1K	0.12%	141
2019 Q3	$200K	Buy	4,865 +120	+3%	+$4.79K	0.17%	116
2019 Q2	$181K	Hold	4,745	–	–	0.15%	157
2019 Q1	$170K	Buy	+4,745	New	+$166K	0.14%	152
2018 Q3	$156K	Buy	+4,745	New	+$164K	0.16%	155

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Gravity Asset Management's SPTL Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 20% in Q1 2026, selling an estimated $27 and leaving 4 shares worth $105. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Financial Gravity Asset Management first reported a position in SPTL in Q3 2018 and has held it in 13 quarters since. The position peaked at $217K in Q2 2021. 484 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

Financial Gravity Asset Management held 4 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $105 as of Q1 2026.
Financial Gravity Asset Management sold 1 State Street SPDR Portfolio Long Term Treasury ETF share in Q1 2026, an estimated $27.
State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #867 holding.
Financial Gravity Asset Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2018 and has held it in 13 quarters since.
Financial Gravity Asset Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $217K in Q2 2021.
484 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.