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Iams Wealth Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Iams Wealth Management’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 		– Sell
-14,108
Closed -$371K – 202
2026
Q1 		$371K Sell
14,108
-978
-6% -$26.1K 0.13% 158
2025
Q4 		$399K Buy
+15,086
New +$407K 0.14% 134

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Iams Wealth Management's SPTL Position: Q2 2026 in Review

Iams Wealth Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026, closing a stake of 14,108 shares — an estimated $371K sold.

Iams Wealth Management first reported a position in SPTL in Q4 2025 and held it in 2 quarters. The position peaked at $399K in Q4 2025. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Iams Wealth Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Iams Wealth Management sold 14,108 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $371K.
  • Iams Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2025 and held it in 2 quarters.
  • Iams Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $399K in Q4 2025.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.