Millstone Evans Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Millstone Evans 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	$682	Hold	26	–	–	﹤0.01%	838
2026 Q1	$684	Hold	26	–	–	﹤0.01%	819
2025 Q4	$688	Hold	26	–	–	﹤0.01%	825
2025 Q3	$701	Buy	+26	New	+$686	﹤0.01%	804

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

Millstone Evans Group's SPTL Position: Q2 2026 in Review

Millstone Evans Group held its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) position steady in Q2 2026 at 26 shares worth $682. The position accounts for ﹤0.01% of the portfolio, ranked #838.

Millstone Evans Group first reported a position in SPTL in Q3 2025 and has held it in 4 quarters since. The position peaked at $701 in Q3 2025. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Millstone Evans Group held 26 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $682 as of Q2 2026.
Millstone Evans Group left its State Street SPDR Portfolio Long Term Treasury ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Millstone Evans Group's portfolio in Q2 2026, its #838 holding.
Millstone Evans Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
Millstone Evans Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $701 in Q3 2025.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.