Midwest Financial Network’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Midwest Financial Network’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 Q3	$1.5M	Buy	62,774 +43,322	+223%	+$1.09M	1.02%	30
2026 Q2	$510K	Buy	+19,452	New	+$507K	0.35%	72
2026 Q1	–	Sell	-17,588	Closed	-$466K	–	85
2025 Q4	$466K	Buy	+17,588	New	+$475K	0.36%	57

Other funds holding SPTL

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

EWA

ERTS Wealth Advisors Marquette, Michigan $340M AUM 5.26% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

Midwest Financial Network's SPTL Position: Q3 2026 in Review

Midwest Financial Network increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 223% in Q3 2026, buying an estimated $1.09M and bringing the position to 62,774 shares worth $1.5M. The position accounts for 1.02% of the portfolio, ranked #30.

Midwest Financial Network first reported a position in SPTL in Q4 2025 and has held it in 3 quarters since. 135 funds tracked by Wall St. Rank hold SPTL as of Q3 2026.

Midwest Financial Network held 62,774 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.5M as of Q3 2026.
Midwest Financial Network bought 43,322 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2026, an estimated $1.09M.
State Street SPDR Portfolio Long Term Treasury ETF made up 1.02% of Midwest Financial Network's portfolio in Q3 2026, its #30 holding.
Midwest Financial Network first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
135 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2026.

Based on Midwest Financial Network's 13F filing for Q3 2026, filed 13 Oct 2026.