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Oakmont Advisory Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Oakmont Advisory 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 		$60.8K Buy
+2,317
New +$60.4K 0.05% 171

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Oakmont Advisory Group's SPTL Position: Q2 2026 in Review

Oakmont Advisory Group opened a new position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026: 2,317 shares worth $60.8K. The stake represents 0.05% of the portfolio and ranks #171 among its holdings.

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

  • Oakmont Advisory Group held 2,317 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $60.8K as of Q2 2026.
  • State Street SPDR Portfolio Long Term Treasury ETF was a new Oakmont Advisory Group position in Q2 2026.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.05% of Oakmont Advisory Group's portfolio in Q2 2026, its #171 holding.
  • 473 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.