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

Medallion 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	$4.73K	Hold	180	–	–	﹤0.01%	883
2025 Q4	$4.76K	Hold	180	–	–	﹤0.01%	865
2025 Q3	$4.85K	Sell	180 -1,800	-91%	-$47.5K	﹤0.01%	863
2025 Q2	$52.5K	Hold	1,980	–	–	0.02%	457
2025 Q1	$54.2K	Sell	1,980 -1,000	-34%	-$26.6K	0.02%	415
2024 Q4	$78K	Buy	+2,980	New	+$81.6K	0.04%	339

Other funds holding SPTL

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Medallion Wealth Advisors held its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) position steady in Q1 2026 at 180 shares worth $4.73K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

Medallion Wealth Advisors first reported a position in SPTL in Q4 2024 and has held it in 6 quarters since. The position peaked at $78K in Q4 2024. 481 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

Medallion Wealth Advisors held 180 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $4.73K as of Q1 2026.
Medallion Wealth Advisors left its State Street SPDR Portfolio Long Term Treasury ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #883 holding.
Medallion Wealth Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $78K in Q4 2024.
481 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.