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

Merit 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	$222K	Sell	8,472 -2,569	-23%	-$67K	﹤0.01%	2036
2026 Q1	$290K	Sell	11,041 -12,887	-54%	-$343K	﹤0.01%	1677
2025 Q4	$633K	Sell	23,928 -19,246	-45%	-$519K	0.01%	1156
2025 Q3	$1.16M	Sell	43,174 -2,738	-6%	-$72.3K	0.01%	791
2025 Q2	$1.22M	Buy	45,912 +19,065	+71%	+$500K	0.01%	696
2025 Q1	$732K	Sell	26,847 -1,184	-4%	-$31.6K	0.01%	780
2024 Q4	$734K	Sell	28,031 -3,741	-12%	-$102K	0.01%	591
2024 Q3	$924K	Buy	31,772 +19,349	+156%	+$552K	0.02%	446
2024 Q2	$338K	Sell	12,423 -4,039	-25%	-$109K	0.01%	684
2024 Q1	$438K	Sell	16,462 -1,000	-6%	-$27.9K	0.01%	594
2023 Q4	$507K	Buy	+17,462	New	+$465K	0.02%	494

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

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

Merit Financial Group reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 23% in Q2 2026, selling an estimated $67K and leaving 8,472 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #2036.

Merit Financial Group first reported a position in SPTL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.22M in Q2 2025. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Merit Financial Group held 8,472 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $222K as of Q2 2026.
Merit Financial Group sold 2,569 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $67K.
State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2036 holding.
Merit Financial Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Merit Financial Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.22M in Q2 2025.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.