MW
SPTL icon

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

Merited Wealth’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 		– Sell
-2,047
Closed -$54.2K – 254
2025
Q4 		$54.2K Buy
+2,047
New +$55.2K 0.05% 117

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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Merited Wealth's SPTL Position: Q1 2026 in Review

Merited Wealth sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2026, closing a stake of 2,047 shares — an estimated $54.2K sold.

Merited Wealth first reported a position in SPTL in Q4 2025 and held it in 1 quarter. The position peaked at $54.2K in Q4 2025. 481 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

  • Merited Wealth reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Merited Wealth sold 2,047 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $54.2K.
  • Merited Wealth first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2025 and held it in 1 quarter.
  • Merited Wealth's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $54.2K in Q4 2025.
  • 481 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

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