Global Wealth Strategies & Associates’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-97	Closed	-$2.55K	–	411
2026 Q1	$2.55K	Buy	+97	New	+$2.58K	﹤0.01%	396
2025 Q2	–	Sell	-68	Closed	-$1.85K	–	452
2025 Q1	$1.85K	Hold	68	–	–	﹤0.01%	387
2024 Q4	$1.78K	Buy	+68	New	+$1.86K	﹤0.01%	329
2024 Q2	–	Sell	-49	Closed	-$1.37K	–	366
2024 Q1	$1.37K	Buy	+49	New	+$1.37K	﹤0.01%	297
2023 Q2	–	Sell	-140	Closed	-$4.32K	–	349
2023 Q1	$4.32K	Buy	+140	New	+$4.25K	﹤0.01%	217

Other funds holding SPTL

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 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

Global Wealth Strategies & Associates's SPTL Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026, closing a stake of 97 shares — an estimated $2.55K sold.

Global Wealth Strategies & Associates first reported a position in SPTL in Q1 2023 and held it in 5 quarters. The position peaked at $4.32K in Q1 2023. 483 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 97 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $2.55K.
Global Wealth Strategies & Associates first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2023 and held it in 5 quarters.
Global Wealth Strategies & Associates's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $4.32K in Q1 2023.
483 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.