Integrated Wealth Management (Ohio)’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Integrated Wealth Management (Ohio)’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	$465K	Sell	17,737 -53,484	-75%	-$1.39M	0.49%	57
2026 Q1	$1.87M	Sell	71,221 -1,598	-2%	-$42.6K	2.15%	15
2025 Q4	$1.93M	Buy	+72,819	New	+$1.96M	2.17%	16

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

Integrated Wealth Management (Ohio)'s SPTL Position: Q2 2026 in Review

Integrated Wealth Management (Ohio) reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 75% in Q2 2026, selling an estimated $1.39M and leaving 17,737 shares worth $465K. The position accounts for 0.49% of the portfolio, ranked #57.

Integrated Wealth Management (Ohio) first reported a position in SPTL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.93M in Q4 2025. 473 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Integrated Wealth Management (Ohio) held 17,737 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $465K as of Q2 2026.
Integrated Wealth Management (Ohio) sold 53,484 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $1.39M.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.49% of Integrated Wealth Management (Ohio)'s portfolio in Q2 2026, its #57 holding.
Integrated Wealth Management (Ohio) first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
Integrated Wealth Management (Ohio)'s State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.93M in Q4 2025.
473 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 11 Aug 2026.