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

Goodman 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 Q2	$1.41M	Sell	53,763 -3,687	-6%	-$96.1K	0.32%	45
2026 Q1	$1.51M	Sell	57,450 -2,708	-5%	-$72.1K	0.39%	47
2025 Q4	$1.59M	Buy	60,158 +9,411	+19%	+$254K	0.39%	39
2025 Q3	$1.37M	Sell	50,747 -13,509	-21%	-$357K	0.34%	41
2025 Q2	$1.71M	Sell	64,256 -211,630	-77%	-$5.55M	0.58%	35
2025 Q1	$7.52M	Buy	275,886 +15,282	+6%	+$407K	2.29%	13
2024 Q4	$6.83M	Buy	260,604 +19,966	+8%	+$547K	2.01%	16
2024 Q3	$7M	Buy	240,638 +1,340	+0.6%	+$38.2K	2%	15
2024 Q2	$6.51M	Sell	239,298 -6,356	-3%	-$172K	1.95%	14
2024 Q1	$6.86M	Sell	245,654 -283,288	-54%	-$7.9M	2.18%	10
2023 Q4	$15.3M	Sell	528,942 -34,934	-6%	-$930K	5.23%	4
2023 Q3	$14.7M	Buy	563,876 +249,772	+80%	+$7.03M	5.51%	4
2023 Q2	$9.39M	Buy	314,104 +281,222	+855%	+$8.49M	3.48%	5
2023 Q1	$1.02M	Sell	32,882 -18,076	-35%	-$549K	0.55%	29
2022 Q4	$1.48M	Buy	50,958 +35,978	+240%	+$1.05M	0.86%	26
2022 Q3	$444K	Buy	+14,980	New	+$486K	0.24%	37

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

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 22.96% 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

Goodman Advisory Group's SPTL Position: Q2 2026 in Review

Goodman Advisory Group reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 6.4% in Q2 2026, selling an estimated $96.1K and leaving 53,763 shares worth $1.41M. The position accounts for 0.32% of the portfolio, ranked #45.

Goodman Advisory Group first reported a position in SPTL in Q3 2022 and has held it in 16 quarters since. The position peaked at $15.3M in Q4 2023. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Goodman Advisory Group held 53,763 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.41M as of Q2 2026.
Goodman Advisory Group sold 3,687 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $96.1K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.32% of Goodman Advisory Group's portfolio in Q2 2026, its #45 holding.
Goodman Advisory Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2022 and has held it in 16 quarters since.
Goodman Advisory Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $15.3M in Q4 2023.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Goodman Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.