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Oregon Pacific Wealth Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Oregon Pacific Wealth Management’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
Q1 		– Sell
-24,939
Closed -$660K – 130
2025
Q4 		$660K Sell
24,939
-34,593
-58% -$933K 0.68% 35
2025
Q3 		$1.6M Buy
+59,532
New +$1.57M 1.39% 14

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oregon Pacific Wealth Management's SPTL Position: Q1 2026 in Review

Oregon Pacific Wealth Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2026, closing a stake of 24,939 shares — an estimated $660K sold.

Oregon Pacific Wealth Management first reported a position in SPTL in Q3 2025 and held it in 2 quarters. The position peaked at $1.6M in Q3 2025. 481 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

  • Oregon Pacific Wealth Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 24,939 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $660K.
  • Oregon Pacific Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2025 and held it in 2 quarters.
  • Oregon Pacific Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.6M in Q3 2025.
  • 481 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.