GI
SPTL icon

Gradient Investments’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Gradient Investments’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 		$25M Buy
953,502
+153,041
+19% +$3.99M 0.35% 91
2026
Q1 		$21.1M Buy
800,461
+48,390
+6% +$1.29M 0.33% 93
2025
Q4 		$19.9M Buy
752,071
+32,609
+5% +$880K 0.32% 100
2025
Q3 		$19.4M Buy
719,462
+118,741
+20% +$3.14M 0.32% 96
2025
Q2 		$16M Sell
600,721
-2,657
-0.4% -$69.7K 0.29% 105
2025
Q1 		$16.4M Sell
603,378
-194,340
-24% -$5.18M 0.33% 94
2024
Q4 		$20.9M Buy
+797,718
New +$21.8M 0.42% 70
2024
Q3 		– Sell
-307
Closed -$8.35K – 1148
2024
Q2 		$8.35K Sell
307
-2,777
-90% -$75K ﹤0.01% 771
2024
Q1 		$86.2K Sell
3,084
-2,045
-40% -$57K ﹤0.01% 369
2023
Q4 		$149K Sell
5,129
-1,386,228
-100% -$36.9M ﹤0.01% 373
2023
Q3 		$36.4M Buy
1,391,357
+31,092
+2% +$875K 0.96% 27
2023
Q2 		$40.7M Buy
1,360,265
+1,069,834
+368% +$32.3M 1.05% 20
2023
Q1 		$8.97M Sell
290,431
-217,781
-43% -$6.61M 0.24% 116
2022
Q4 		$14.8M Buy
+508,212
New +$14.9M 0.47% 64
2021
Q4 		– Sell
-37
Closed -$2K – 1322
2021
Q3 		$2K Sell
37
-27
-42% -$1.15K ﹤0.01% 1032
2021
Q2 		$3K Buy
+64
New +$2.56K ﹤0.01% 969
2021
Q1 		– Sell
-7
Closed – – 1276
2020
Q4 		$0 Hold
7
– – ﹤0.01% 1173
2020
Q3 		$0 Buy
+7
New +$332 ﹤0.01% 1217

Other funds holding SPTL

HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
BWS
Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PWG
Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return