Pinnacle Wealth Planning Services’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Pinnacle Wealth Planning 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	$289	Hold	11	–	–	﹤0.01%	2696
2026 Q1	$289	Hold	11	–	–	﹤0.01%	2657
2025 Q4	$291	Buy	+11	New	+$297	﹤0.01%	2692

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

Pinnacle Wealth Planning Services's SPTL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) position steady in Q2 2026 at 11 shares worth $289. The position accounts for ﹤0.01% of the portfolio, ranked #2696.

Pinnacle Wealth Planning Services first reported a position in SPTL in Q4 2025 and has held it in 3 quarters since. The position peaked at $291 in Q4 2025. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Pinnacle Wealth Planning Services held 11 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $289 as of Q2 2026.
Pinnacle Wealth Planning Services left its State Street SPDR Portfolio Long Term Treasury ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2696 holding.
Pinnacle Wealth Planning Services first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
Pinnacle Wealth Planning Services's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $291 in Q4 2025.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.