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

GenWealth 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 Q2	$2.08M	Sell	79,371 -846	-1%	-$22.1K	0.32%	35
2026 Q1	$2.11M	Sell	80,217 -1,027	-1%	-$27.4K	0.36%	31
2025 Q4	$2.15M	Buy	81,244 +2,114	+3%	+$57K	0.37%	36
2025 Q3	$2.13M	Sell	79,130 -52	-0.1%	-$1.37K	0.4%	34
2025 Q2	$2.1M	Buy	79,182 +3,411	+5%	+$89.5K	0.42%	33
2025 Q1	$2.07M	Sell	75,771 -287,777	-79%	-$7.67M	0.46%	30
2024 Q4	$9.52M	Buy	363,548 +69,382	+24%	+$1.9M	2.17%	16
2024 Q3	$8.55M	Buy	294,166 +1,263	+0.4%	+$36K	1.97%	17
2024 Q2	$7.97M	Buy	292,903 +13,315	+5%	+$359K	1.96%	17
2024 Q1	$7.81M	Sell	279,588 -210,676	-43%	-$5.88M	1.97%	17
2023 Q4	$14.2M	Buy	490,264 +421,228	+610%	+$11.2M	3.93%	11
2023 Q3	$1.81M	Buy	69,036 +5,617	+9%	+$158K	0.55%	31
2023 Q2	$1.9M	Buy	63,419 +10,246	+19%	+$309K	0.55%	32
2023 Q1	$1.64M	Sell	53,173 -19,178	-27%	-$583K	0.5%	32
2022 Q4	$2.1M	Buy	72,351 +50,167	+226%	+$1.47M	0.69%	28
2022 Q3	$658K	Buy	+22,184	New	+$720K	0.22%	33
2020 Q1	–	Sell	-20,551	Closed	-$798K	–	72
2019 Q4	$798K	Hold	20,551	–	–	0.31%	34
2019 Q3	$843K	Sell	20,551 -1,980	-9%	-$79K	0.35%	32
2019 Q2	$863K	Buy	22,531 +13,323	+145%	+$487K	0.37%	31
2019 Q1	$329K	Hold	9,208	–	–	0.15%	50
2018 Q4	$322K	Hold	9,208	–	–	0.16%	47
2018 Q3	$310K	Hold	9,208	–	–	0.14%	51
2018 Q2	$323K	Sell	9,208 -2,322	-20%	-$80K	0.16%	48
2018 Q1	$404K	Hold	11,530	–	–	0.21%	42
2017 Q4	$408K	Hold	11,530	–	–	0.2%	46
2017 Q3	$414K	Hold	11,530	–	–	0.25%	36
2017 Q2	$415K	Buy	+11,530	New	+$411K	0.28%	33

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

GenWealth Group's SPTL Position: Q2 2026 in Review

GenWealth Group reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 1.1% in Q2 2026, selling an estimated $22.1K and leaving 79,371 shares worth $2.08M. The position accounts for 0.32% of the portfolio, ranked #35.

GenWealth Group first reported a position in SPTL in Q2 2017 and has held it in 27 quarters since. The position peaked at $14.2M in Q4 2023. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

GenWealth Group held 79,371 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $2.08M as of Q2 2026.
GenWealth Group sold 846 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $22.1K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.32% of GenWealth Group's portfolio in Q2 2026, its #35 holding.
GenWealth Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2017 and has held it in 27 quarters since.
GenWealth Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $14.2M in Q4 2023.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.