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	0.15%	185
2026 Q1	–	Sell	-10,398	Closed	-$275K	–	187
2025 Q4	$275K	Sell	10,398 -3,158	-23%	-$85.2K	0.2%	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	0.34%	87
2025 Q1	$351K	Sell	12,894 -304	-2%	-$8.1K	0.44%	69
2024 Q4	$346K	Buy	+13,198	New	+$361K	0.44%	67

Other funds holding SPTL

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $121M AUM

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return