Lockerman Financial Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Lockerman Financial Group’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	$914K	Buy	34,847 +16,312	+88%	+$425K	1.4%	20
2026 Q1	$487K	Sell	18,535 -10,967	-37%	-$292K	0.88%	36
2025 Q4	$781K	Buy	+29,502	New	+$796K	1.5%	17
2025 Q3	–	Sell	-10,004	Closed	-$266K	–	131
2025 Q2	$266K	Buy	10,004 +2,426	+32%	+$63.7K	0.36%	101
2025 Q1	$207K	Buy	+7,578	New	+$202K	0.31%	111

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

Lockerman Financial Group's SPTL Position: Q2 2026 in Review

Lockerman Financial Group increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 88% in Q2 2026, buying an estimated $425K and bringing the position to 34,847 shares worth $914K. The position accounts for 1.4% of the portfolio, ranked #20.

Lockerman Financial Group first reported a position in SPTL in Q1 2025 and has held it in 5 quarters since. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Lockerman Financial Group held 34,847 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $914K as of Q2 2026.
Lockerman Financial Group bought 16,312 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $425K.
State Street SPDR Portfolio Long Term Treasury ETF made up 1.4% of Lockerman Financial Group's portfolio in Q2 2026, its #20 holding.
Lockerman Financial Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.