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 Q3	$23.3M	Buy	978,923 +25,421	+3%	+$640K	0.33%	82
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	–	1141
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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Gradient Investments's SPTL Position: Q3 2026 in Review

Gradient Investments increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 2.7% in Q3 2026, buying an estimated $640K and bringing the position to 978,923 shares worth $23.3M. The position accounts for 0.33% of the portfolio, ranked #82.

Gradient Investments first reported a position in SPTL in Q3 2020 and has held it in 19 quarters since. The position peaked at $40.7M in Q2 2023. 19 funds tracked by Wall St. Rank hold SPTL as of Q3 2026.

Gradient Investments held 978,923 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $23.3M as of Q3 2026.
Gradient Investments bought 25,421 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2026, an estimated $640K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.33% of Gradient Investments's portfolio in Q3 2026, its #82 holding.
Gradient Investments first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2020 and has held it in 19 quarters since.
Gradient Investments's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $40.7M in Q2 2023.
19 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.