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

GK 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 Q2	$248K	Buy	+9,446	New	+$246K	0.13%	185
2026 Q1	–	Sell	-10,398	Closed	-$275K	–	183
2025 Q4	$275K	Sell	10,398 -3,158	-23%	-$85.2K	0.18%	133
2025 Q3	$365K	Buy	13,556 +751	+6%	+$19.8K	0.27%	91
2025 Q2	$340K	Sell	12,805 -89	-0.7%	-$2.34K	0.31%	87
2025 Q1	$351K	Sell	12,894 -304	-2%	-$8.1K	0.4%	69
2024 Q4	$346K	Buy	+13,198	New	+$361K	0.44%	67

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

GK Wealth Management's SPTL Position: Q2 2026 in Review

GK Wealth Management opened a new position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026: 9,446 shares worth $248K. The stake represents 0.13% of the portfolio and ranks #185 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in SPTL as recently as Q4 2025.

GK Wealth Management first reported a position in SPTL in Q4 2024 and has held it in 6 quarters since. The position peaked at $365K in Q3 2025. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

GK Wealth Management held 9,446 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $248K as of Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF was a new GK Wealth Management position in Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.13% of GK Wealth Management's portfolio in Q2 2026, its #185 holding.
GK Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
GK Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $365K in Q3 2025.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.