JF
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JMN Financial’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

JMN Financial’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
-15,600
Closed -$410K – 257
2026
Q1 		$410K Buy
+15,600
New +$416K 0.4% 70

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
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
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
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JMN Financial's SPTL Position: Q2 2026 in Review

JMN Financial sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026, closing a stake of 15,600 shares — an estimated $410K sold.

JMN Financial first reported a position in SPTL in Q1 2026 and held it in 1 quarter. The position peaked at $410K in Q1 2026. 452 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • JMN Financial reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • JMN Financial sold 15,600 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $410K.
  • JMN Financial first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2026 and held it in 1 quarter.
  • JMN Financial's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $410K in Q1 2026.
  • 452 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.