MFS
SPTL icon

Montgomery Financial Services’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Montgomery Financial Services’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 		$236 Buy
+9
New +$235 ﹤0.01% 325

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
UBS Group
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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Montgomery Financial Services's SPTL Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026: 9 shares worth $236. The stake represents ﹤0.01% of the portfolio and ranks #325 among its holdings.

452 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Montgomery Financial Services held 9 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $236 as of Q2 2026.
  • State Street SPDR Portfolio Long Term Treasury ETF was a new Montgomery Financial Services position in Q2 2026.
  • State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #325 holding.
  • 452 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.