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

Plan Group Financial’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	$3.14M	Buy	119,566 +8,619	+8%	+$225K	0.65%	51
2026 Q1	$2.92M	Buy	110,947 +33,489	+43%	+$892K	0.68%	48
2025 Q4	$2.05M	Buy	77,458 +4,152	+6%	+$112K	0.53%	59
2025 Q3	$1.98M	Buy	73,306 +7,017	+11%	+$185K	0.53%	68
2025 Q2	$1.76M	Buy	66,289 +1,203	+2%	+$31.6K	0.58%	57
2025 Q1	$1.77M	Buy	65,086 +9,814	+18%	+$262K	0.63%	38
2024 Q4	$1.45M	Sell	55,272 -132	-0.2%	-$3.62K	0.76%	26
2024 Q3	$1.61M	Buy	55,404 +7,964	+17%	+$227K	0.85%	23
2024 Q2	$1.29M	Buy	47,440 +39	+0.1%	+$1.05K	0.79%	23
2024 Q1	$1.32M	Buy	47,401 +18,198	+62%	+$508K	0.87%	28
2023 Q4	$847K	Sell	29,203 -13,356	-31%	-$356K	0.74%	29
2023 Q3	$1.11M	Buy	42,559 +33,883	+391%	+$953K	0.8%	25
2023 Q2	$259K	Buy	+8,676	New	+$262K	0.22%	56
2022 Q2	$5.04M	Buy	+152,262	New	+$5.16M	8.66%	2

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

Plan Group Financial's SPTL Position: Q2 2026 in Review

Plan Group Financial increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 7.8% in Q2 2026, buying an estimated $225K and bringing the position to 119,566 shares worth $3.14M. The position accounts for 0.65% of the portfolio, ranked #51.

Plan Group Financial first reported a position in SPTL in Q2 2022 and has held it in 14 quarters since. The position peaked at $5.04M in Q2 2022. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Plan Group Financial held 119,566 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $3.14M as of Q2 2026.
Plan Group Financial bought 8,619 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $225K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.65% of Plan Group Financial's portfolio in Q2 2026, its #51 holding.
Plan Group Financial first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2022 and has held it in 14 quarters since.
Plan Group Financial's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $5.04M in Q2 2022.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

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