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

IMG 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	$26.4K	Hold	1,006	–	–	0.01%	230
2026 Q1	$26.5K	Hold	1,006	–	–	0.02%	213
2025 Q4	$26.6K	Hold	1,006	–	–	0.02%	212
2025 Q3	$27.1K	Hold	1,006	–	–	0.02%	186
2025 Q2	$26.7K	Hold	1,006	–	–	0.02%	183
2025 Q1	$27.4K	Sell	1,006 -358	-26%	-$9.54K	0.02%	175
2024 Q4	$35.7K	Buy	+1,364	New	+$37.4K	0.03%	154

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

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

IMG Wealth Management held its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) position steady in Q2 2026 at 1,006 shares worth $26.4K. The position accounts for 0.01% of the portfolio, ranked #230.

IMG Wealth Management first reported a position in SPTL in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.7K in Q4 2024. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

IMG Wealth Management held 1,006 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $26.4K as of Q2 2026.
IMG Wealth Management left its State Street SPDR Portfolio Long Term Treasury ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.01% of IMG Wealth Management's portfolio in Q2 2026, its #230 holding.
IMG Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
IMG Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $35.7K in Q4 2024.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.