IWA
SPTL icon

Integrity Wealth Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Integrity Wealth Advisors’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
Q1 		$1.47M Buy
55,982
+455
+0.8% +$12.1K 0.88% 23
2025
Q4 		$1.47M Buy
+55,527
New +$1.5M 1% 23

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Integrity Wealth Advisors's SPTL Position: Q1 2026 in Review

Integrity Wealth Advisors increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 0.82% in Q1 2026, buying an estimated $12.1K and bringing the position to 55,982 shares worth $1.47M. The position accounts for 0.88% of the portfolio, ranked #23.

Integrity Wealth Advisors first reported a position in SPTL in Q4 2025 and has held it in 2 quarters since. 484 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

  • Integrity Wealth Advisors held 55,982 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.47M as of Q1 2026.
  • Integrity Wealth Advisors bought 455 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $12.1K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.88% of Integrity Wealth Advisors's portfolio in Q1 2026, its #23 holding.
  • Integrity Wealth Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • 484 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on Integrity Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.