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	–	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

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

Gradient Investments's SPTL Position: Q2 2026 in Review

Gradient Investments increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 19% in Q2 2026, buying an estimated $3.99M and bringing the position to 953,502 shares worth $25M. The position accounts for 0.35% of the portfolio, ranked #91.

Gradient Investments first reported a position in SPTL in Q3 2020 and has held it in 18 quarters since. The position peaked at $40.7M in Q2 2023. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Gradient Investments held 953,502 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $25M as of Q2 2026.
Gradient Investments bought 153,041 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $3.99M.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.35% of Gradient Investments's portfolio in Q2 2026, its #91 holding.
Gradient Investments first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2020 and has held it in 18 quarters since.
Gradient Investments's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $40.7M in Q2 2023.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.