IFG Advisory’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

IFG Advisory’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	$11.3M	Buy	+430,257	New	+$11.2M	0.4%	57
2026 Q1	–	Sell	-303,560	Closed	-$8.04M	–	800
2025 Q4	$8.04M	Sell	303,560 -88,260	-23%	-$2.38M	0.35%	84
2025 Q3	$10.6M	Buy	391,820 +983	+0.3%	+$26K	0.48%	50
2025 Q2	$10.4M	Sell	390,837 -35,496	-8%	-$932K	0.52%	42
2025 Q1	$11.6M	Buy	426,333 +7,223	+2%	+$192K	0.64%	26
2024 Q4	$11M	Buy	419,110 +5,228	+1%	+$143K	0.62%	31
2024 Q3	$12M	Buy	413,882 +170,033	+70%	+$4.85M	0.77%	22
2024 Q2	$6.64M	Buy	243,849 +11,048	+5%	+$298K	0.43%	49
2024 Q1	$6.5M	Sell	232,801 -66,407	-22%	-$1.85M	0.49%	45
2023 Q4	$8.68M	Buy	299,208 +65,032	+28%	+$1.73M	0.64%	27
2023 Q3	$6.12M	Buy	234,176 +184,413	+371%	+$5.19M	0.52%	36
2023 Q2	$1.49M	Buy	+49,763	New	+$1.5M	0.13%	190
2020 Q4	–	Sell	-98,385	Closed	-$4.6M	–	457
2020 Q3	$4.6M	Buy	98,385 +4,590	+5%	+$218K	0.74%	24
2020 Q2	$4.4M	Buy	+93,795	New	+$4.42M	0.79%	22

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

IFG Advisory's SPTL Position: Q2 2026 in Review

IFG Advisory opened a new position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026: 430,257 shares worth $11.3M. The stake represents 0.4% of the portfolio and ranks #57 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SPTL as recently as Q4 2025.

IFG Advisory first reported a position in SPTL in Q2 2020 and has held it in 14 quarters since. The position peaked at $12M in Q3 2024. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

IFG Advisory held 430,257 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $11.3M as of Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF was a new IFG Advisory position in Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.4% of IFG Advisory's portfolio in Q2 2026, its #57 holding.
IFG Advisory first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2020 and has held it in 14 quarters since.
IFG Advisory's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $12M in Q3 2024.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.