Geneos Wealth Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $324K | Buy |
12,344
+10,189
| +473% | +$266K | 0.01% | 850 |
|
|
2026
Q1 | $56.7K | Buy |
2,155
+1,465
| +212% | +$39K | ﹤0.01% | 1375 |
|
|
2025
Q4 | $18.3K | Hold |
690
| – | – | ﹤0.01% | 1762 |
|
|
2025
Q3 | $18.6K | Sell |
690
-417
| -38% | -$11K | ﹤0.01% | 1744 |
|
|
2025
Q2 | $29.4K | Sell |
1,107
-2,423
| -69% | -$63.6K | ﹤0.01% | 1839 |
|
|
2025
Q1 | $96.2K | Sell |
3,530
-5,583
| -61% | -$149K | ﹤0.01% | 1183 |
|
|
2024
Q4 | $239K | Sell |
9,113
-3,711
| -29% | -$102K | 0.01% | 784 |
|
|
2024
Q3 | $373K | Buy |
12,824
+859
| +7% | +$24.5K | 0.01% | 619 |
|
|
2024
Q2 | $326K | Sell |
11,965
-1,048
| -8% | -$28.3K | 0.01% | 589 |
|
|
2024
Q1 | $364K | Sell |
13,013
-2,351
| -15% | -$65.6K | 0.02% | 562 |
|
|
2023
Q4 | $446K | Buy |
15,364
+4,590
| +43% | +$122K | 0.02% | 514 |
|
|
2023
Q3 | $282K | Buy |
10,774
+330
| +3% | +$9.29K | 0.01% | 591 |
|
|
2023
Q2 | $312K | Sell |
10,444
-1,030
| -9% | -$31.1K | 0.02% | 581 |
|
|
2023
Q1 | $354K | Buy |
11,474
+10,153
| +769% | +$308K | 0.02% | 512 |
|
|
2022
Q4 | $38.3K | Buy |
1,321
+23
| +2% | +$673 | ﹤0.01% | 1143 |
|
|
2022
Q3 | $38K | Hold |
1,298
| – | – | ﹤0.01% | 1116 |
|
|
2022
Q2 | $43K | Hold |
1,298
| – | – | ﹤0.01% | 1350 |
|
|
2022
Q1 | $49K | Sell |
1,298
-19,125
| -94% | -$753K | ﹤0.01% | 1400 |
|
|
2021
Q4 | $860K | Sell |
20,423
-1,121
| -5% | -$47.1K | 0.03% | 441 |
|
|
2021
Q3 | $895K | Sell |
21,544
-3,183
| -13% | -$135K | 0.03% | 411 |
|
|
2021
Q2 | $1.02M | Buy |
24,727
+564
| +2% | +$22.6K | 0.04% | 362 |
|
|
2021
Q1 | $962K | Sell |
24,163
-1,787
| -7% | -$74.3K | 0.03% | 429 |
|
|
2020
Q4 | $1.02M | Sell |
25,950
-11,112
| -30% | -$505K | 0.04% | 343 |
|
|
2020
Q3 | $1.75M | Buy |
37,062
+18,226
| +97% | +$865K | 0.09% | 212 |
|
|
2020
Q2 | $891K | Buy |
18,836
+2,191
| +13% | +$103K | 0.05% | 299 |
|
|
2020
Q1 | $797K | Sell |
16,645
-3,224
| -16% | -$138K | 0.05% | 288 |
|
|
2019
Q4 | $783K | Buy |
19,869
+1,707
| +9% | +$68.2K | 0.04% | 341 |
|
|
2019
Q3 | $743K | Sell |
18,162
-2,703
| -13% | -$108K | 0.04% | 328 |
|
|
2019
Q2 | $796K | Buy |
20,865
+5,264
| +34% | +$192K | 0.05% | 317 |
|
|
2019
Q1 | $567K | Buy |
15,601
+2,683
| +21% | +$94K | 0.04% | 366 |
|
|
2018
Q4 | $450K | Buy |
12,918
+2,255
| +21% | +$75.3K | 0.03% | 400 |
|
|
2018
Q3 | $360K | Buy |
+10,663
| New | +$369K | 0.02% | 463 |
|
|
2017
Q2 | – | Sell |
-400
| Closed | -$13K | – | 2132 |
|
|
2017
Q1 | $13K | Sell |
400
-64
| -14% | -$2.22K | ﹤0.01% | 1399 |
|
|
2016
Q4 | $15K | Sell |
464
-400
| -46% | -$14.5K | ﹤0.01% | 1307 |
|
|
2016
Q3 | $34K | Buy |
864
+506
| +141% | +$20.2K | ﹤0.01% | 943 |
|
|
2016
Q2 | $14K | Buy |
+358
| New | +$13.6K | ﹤0.01% | 1237 |
|
Other funds holding SPTL
MERSOM
Geneos Wealth Management's SPTL Position: Q2 2026 in Review
Geneos Wealth Management increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 473% in Q2 2026, buying an estimated $266K and bringing the position to 12,344 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #850.
Geneos Wealth Management first reported a position in SPTL in Q2 2016 and has held it in 36 quarters since. The position peaked at $1.75M in Q3 2020. 481 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.
- Geneos Wealth Management held 12,344 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $324K as of Q2 2026.
- Geneos Wealth Management bought 10,189 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $266K.
- State Street SPDR Portfolio Long Term Treasury ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #850 holding.
- Geneos Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2016 and has held it in 36 quarters since.
- Geneos Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.75M in Q3 2020.
- 481 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.