GM Advisory Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

GM Advisory Group’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	$22.2M	Buy	845,860 +19,663	+2%	+$524K	0.86%	29
2025 Q4	$21.9M	Buy	826,197 +72,570	+10%	+$1.96M	0.86%	27
2025 Q3	$20.3M	Sell	753,627 -6,430	-0.8%	-$170K	0.86%	28
2025 Q2	$20.2M	Buy	760,057 +52,896	+7%	+$1.39M	1%	27
2025 Q1	$19.3M	Sell	707,161 -163,411	-19%	-$4.35M	1.04%	25
2024 Q4	$22.8M	Buy	870,572 +40,880	+5%	+$1.12M	1.26%	21
2024 Q3	$24.1M	Buy	829,692 +138,662	+20%	+$3.96M	1.45%	19
2024 Q2	$18.8M	Buy	691,030 +197,048	+40%	+$5.32M	1.21%	23
2024 Q1	$13.8M	Buy	493,982 +100,592	+26%	+$2.81M	0.97%	25
2023 Q4	$11.4M	Buy	393,390 +70,346	+22%	+$1.87M	0.86%	25
2023 Q3	$8.45M	Sell	323,044 -1,319,380	-80%	-$37.1M	0.69%	27
2023 Q2	$49.1M	Buy	1,642,424 +97,496	+6%	+$2.94M	4.07%	8
2023 Q1	$47.7M	Buy	1,544,928 +145,946	+10%	+$4.43M	4.34%	8
2022 Q4	$40.6M	Buy	1,398,982 +166,682	+14%	+$4.88M	4.33%	8
2022 Q3	$36.5M	Buy	1,232,300 +651,966	+112%	+$21.2M	4.6%	8
2022 Q2	$19.2M	Buy	+580,334	New	+$19.7M	2.99%	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

GM Advisory Group's SPTL Position: Q1 2026 in Review

GM Advisory Group increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 2.4% in Q1 2026, buying an estimated $524K and bringing the position to 845,860 shares worth $22.2M. The position accounts for 0.86% of the portfolio, ranked #29.

GM Advisory Group first reported a position in SPTL in Q2 2022 and has held it in 16 quarters since. The position peaked at $49.1M in Q2 2023. 482 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

GM Advisory Group held 845,860 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $22.2M as of Q1 2026.
GM Advisory Group bought 19,663 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $524K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.86% of GM Advisory Group's portfolio in Q1 2026, its #29 holding.
GM Advisory Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2022 and has held it in 16 quarters since.
GM Advisory Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $49.1M in Q2 2023.
482 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.