Pine Grove Financial Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Pine Grove Financial 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 Q3	–	Sell	-8,564	Closed	-$225K	–	238
2026 Q2	$225K	Sell	8,564 -10,945	-56%	-$285K	0.02%	198
2026 Q1	$513K	Sell	19,509 -3,212	-14%	-$85.6K	0.06%	117
2025 Q4	$601K	Buy	+22,721	New	+$613K	0.07%	110

Other funds holding SPTL

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

EWA

ERTS Wealth Advisors Marquette, Michigan $340M AUM 5.26% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

Pine Grove Financial Group's SPTL Position: Q3 2026 in Review

Pine Grove Financial Group sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2026, closing a stake of 8,564 shares — an estimated $225K sold.

Pine Grove Financial Group first reported a position in SPTL in Q4 2025 and held it in 3 quarters. The position peaked at $601K in Q4 2025. 135 funds tracked by Wall St. Rank hold SPTL as of Q3 2026.

Pine Grove Financial Group reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2026 after selling out during the quarter.
Pine Grove Financial Group sold 8,564 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2026, an estimated $225K.
Pine Grove Financial Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2025 and held it in 3 quarters.
Pine Grove Financial Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $601K in Q4 2025.
135 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.