MPWM Advisory Solutions’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

MPWM Advisory Solutions’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	$9.41M	Buy	358,826 +11,669	+3%	+$304K	4.31%	4
2026 Q1	$9.13M	Buy	347,157 +106,618	+44%	+$2.84M	4.84%	3
2025 Q4	$6.37M	Buy	240,539 +1,646	+0.7%	+$44.4K	3.55%	5
2025 Q3	$6.44M	Sell	238,893 -7,381	-3%	-$195K	3.83%	4
2025 Q2	$6.55M	Sell	246,274 -17,000	-6%	-$446K	4.14%	4
2025 Q1	$7.18M	Buy	263,274 +28,412	+12%	+$757K	5.21%	3
2024 Q4	$6.15M	Buy	+234,862	New	+$6.43M	4.5%	3

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

MPWM Advisory Solutions's SPTL Position: Q2 2026 in Review

MPWM Advisory Solutions increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 3.4% in Q2 2026, buying an estimated $304K and bringing the position to 358,826 shares worth $9.41M. The position accounts for 4.31% of the portfolio, ranked #4.

MPWM Advisory Solutions first reported a position in SPTL in Q4 2024 and has held it in 7 quarters since. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

MPWM Advisory Solutions held 358,826 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $9.41M as of Q2 2026.
MPWM Advisory Solutions bought 11,669 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $304K.
State Street SPDR Portfolio Long Term Treasury ETF made up 4.31% of MPWM Advisory Solutions's portfolio in Q2 2026, its #4 holding.
MPWM Advisory Solutions first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.