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	–	416
2026 Q1	$2.55K	Buy	+97	New	+$2.58K	﹤0.01%	396
2025 Q2	–	Sell	-68	Closed	-$1.85K	–	453
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	–	375
2024 Q1	$1.37K	Buy	+49	New	+$1.37K	﹤0.01%	297
2023 Q2	–	Sell	-140	Closed	-$4.32K	–	353
2023 Q1	$4.32K	Buy	+140	New	+$4.25K	﹤0.01%	217

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