Gateway Wealth Partners’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Gateway Wealth Partners’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	$1.33M	Sell	50,788 -16,370	-24%	-$427K	0.08%	249
2026 Q1	$1.77M	Buy	+67,158	New	+$1.79M	0.07%	269
2025 Q4	–	Sell	-11,098	Closed	-$299K	–	479
2025 Q3	$299K	Buy	11,098 +782	+8%	+$20.6K	0.04%	324
2025 Q2	$274K	Sell	10,316 -2,325	-18%	-$61K	0.05%	293
2025 Q1	$345K	Buy	12,641 +4,580	+57%	+$122K	0.08%	234
2024 Q4	$211K	Buy	+8,061	New	+$221K	0.05%	277
2024 Q2	–	Sell	-23,113	Closed	-$646K	–	276
2024 Q1	$646K	Buy	23,113 +5,641	+32%	+$157K	0.23%	101
2023 Q4	$507K	Buy	17,472 +8,144	+87%	+$217K	0.2%	103
2023 Q3	$244K	Buy	+9,328	New	+$262K	0.04%	221

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

Gateway Wealth Partners's SPTL Position: Q2 2026 in Review

Gateway Wealth Partners reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 24% in Q2 2026, selling an estimated $427K and leaving 50,788 shares worth $1.33M. The position accounts for 0.08% of the portfolio, ranked #249.

Gateway Wealth Partners first reported a position in SPTL in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.77M in Q1 2026. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Gateway Wealth Partners held 50,788 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.33M as of Q2 2026.
Gateway Wealth Partners sold 16,370 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $427K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.08% of Gateway Wealth Partners's portfolio in Q2 2026, its #249 holding.
Gateway Wealth Partners first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2023 and has held it in 9 quarters since.
Gateway Wealth Partners's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.77M in Q1 2026.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.