HighPoint Advisor Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

HighPoint Advisor 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	$2.46M	Sell	93,715 -5,377	-5%	-$140K	0.09%	184
2026 Q1	$2.61M	Buy	99,092 +1,629	+2%	+$43.4K	0.11%	170
2025 Q4	$2.58M	Buy	+97,463	New	+$2.63M	0.06%	273

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

HighPoint Advisor Group's SPTL Position: Q2 2026 in Review

HighPoint Advisor Group reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 5.4% in Q2 2026, selling an estimated $140K and leaving 93,715 shares worth $2.46M. The position accounts for 0.09% of the portfolio, ranked #184.

HighPoint Advisor Group first reported a position in SPTL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.61M in Q1 2026. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

HighPoint Advisor Group held 93,715 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $2.46M as of Q2 2026.
HighPoint Advisor Group sold 5,377 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $140K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.09% of HighPoint Advisor Group's portfolio in Q2 2026, its #184 holding.
HighPoint Advisor Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
HighPoint Advisor Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $2.61M in Q1 2026.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.