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

Golden State 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 Q1	–	Sell	-57	Closed	-$1.51K	–	1718
2025 Q4	$1.51K	Hold	57	–	–	﹤0.01%	1441
2025 Q3	$1.54K	Sell	57 -39	-41%	-$1.03K	﹤0.01%	1432
2025 Q2	$2.57K	Hold	96	–	–	﹤0.01%	1325
2025 Q1	$2.63K	Buy	96 +57	+146%	+$1.52K	﹤0.01%	1280
2024 Q4	$1.02K	Buy	+39	New	+$1.07K	﹤0.01%	1354
2020 Q4	–	Sell	-1,047	Closed	-$49K	–	400
2020 Q3	$49K	Buy	+1,047	New	+$49.7K	0.02%	331
2020 Q2	–	Sell	-1,046	Closed	-$49K	–	832
2020 Q1	$49K	Buy	+1,046	New	+$44.7K	0.02%	366
2019 Q4	–	Sell	-817	Closed	-$34K	–	805
2019 Q3	$34K	Buy	817 +336	+70%	+$13.4K	0.01%	514
2019 Q2	$18K	Hold	481	–	–	0.01%	634
2019 Q1	$18K	Buy	+481	New	+$16.9K	0.01%	653

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

Golden State Wealth Management's SPTL Position: Q1 2026 in Review

Golden State Wealth Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2026, closing a stake of 57 shares — an estimated $1.51K sold.

Golden State Wealth Management first reported a position in SPTL in Q1 2019 and held it in 10 quarters. The position peaked at $49K in Q3 2020. 482 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

Golden State Wealth Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Golden State Wealth Management sold 57 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $1.51K.
Golden State Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2019 and held it in 10 quarters.
Golden State Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $49K in Q3 2020.
482 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.