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

Gibbs 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 Q1	$15.8M	Buy	599,839 +265,040	+79%	+$7.06M	2.07%	8
2025 Q4	$8.92M	Sell	334,799 -24,829	-7%	-$670K	2.16%	9
2025 Q3	$9.69M	Buy	359,628 +7,256	+2%	+$192K	2.19%	10
2025 Q2	$9.37M	Buy	352,372 +36,228	+11%	+$951K	1.8%	10
2025 Q1	$8.62M	Buy	316,144 +31,437	+11%	+$838K	2.08%	10
2024 Q4	$7.46M	Sell	284,707 -32,365	-10%	-$886K	2.02%	11
2024 Q3	$9.22M	Buy	317,072 +42,522	+15%	+$1.21M	2.99%	4
2024 Q2	$7.47M	Buy	274,550 +166,210	+153%	+$4.49M	3.02%	4
2024 Q1	$3.03M	Buy	+108,340	New	+$3.02M	1.74%	10

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

Gibbs Wealth Management's SPTL Position: Q1 2026 in Review

Gibbs Wealth Management increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 79% in Q1 2026, buying an estimated $7.06M and bringing the position to 599,839 shares worth $15.8M. The position accounts for 2.07% of the portfolio, ranked #8.

Gibbs Wealth Management first reported a position in SPTL in Q1 2024 and has held it in 9 quarters since. 482 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

Gibbs Wealth Management held 599,839 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $15.8M as of Q1 2026.
Gibbs Wealth Management bought 265,040 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $7.06M.
State Street SPDR Portfolio Long Term Treasury ETF made up 2.07% of Gibbs Wealth Management's portfolio in Q1 2026, its #8 holding.
Gibbs Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2024 and has held it in 9 quarters since.
482 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.