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

Landmark Wealth Management (Illinois)’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	$3.2M	Buy	121,903 +46,592	+62%	+$1.21M	1.06%	16
2026 Q1	$1.98M	Sell	75,311 -61,908	-45%	-$1.65M	0.75%	20
2025 Q4	$3.63M	Buy	+137,219	New	+$3.7M	1.37%	13
2025 Q3	–	Sell	-36,104	Closed	-$960K	–	45
2025 Q2	$960K	Buy	36,104 +6,036	+20%	+$158K	0.41%	31
2025 Q1	$820K	Buy	+30,068	New	+$801K	0.39%	40
2024 Q4	–	Sell	-26,370	Closed	-$767K	–	47
2024 Q3	$767K	Sell	26,370 -50,717	-66%	-$1.45M	0.38%	37
2024 Q2	$2.1M	Buy	+77,087	New	+$2.08M	1.16%	23

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

Landmark Wealth Management (Illinois)'s SPTL Position: Q2 2026 in Review

Landmark Wealth Management (Illinois) increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 62% in Q2 2026, buying an estimated $1.21M and bringing the position to 121,903 shares worth $3.2M. The position accounts for 1.06% of the portfolio, ranked #16.

Landmark Wealth Management (Illinois) first reported a position in SPTL in Q2 2024 and has held it in 7 quarters since. The position peaked at $3.63M in Q4 2025. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Landmark Wealth Management (Illinois) held 121,903 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $3.2M as of Q2 2026.
Landmark Wealth Management (Illinois) bought 46,592 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $1.21M.
State Street SPDR Portfolio Long Term Treasury ETF made up 1.06% of Landmark Wealth Management (Illinois)'s portfolio in Q2 2026, its #16 holding.
Landmark Wealth Management (Illinois) first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2024 and has held it in 7 quarters since.
Landmark Wealth Management (Illinois)'s State Street SPDR Portfolio Long Term Treasury ETF position peaked at $3.63M in Q4 2025.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Landmark Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 5 Aug 2026.