Plan Group Financial
SPTL icon

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
Q3 		$2.95M Buy
120,602
+1,036
+0.9% +$26.1K 0.58% 58
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Mather Group
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

Plan Group Financial's SPTL Position: Q3 2026 in Review

Plan Group Financial increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 0.87% in Q3 2026, buying an estimated $26.1K and bringing the position to 120,602 shares worth $2.95M. The position accounts for 0.58% of the portfolio, ranked #58.

Plan Group Financial first reported a position in SPTL in Q2 2022 and has held it in 15 quarters since. The position peaked at $5.04M in Q2 2022. 139 funds tracked by Wall St. Rank hold SPTL as of Q3 2026.

  • Plan Group Financial held 120,602 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $2.95M as of Q3 2026.
  • Plan Group Financial bought 1,036 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2026, an estimated $26.1K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.58% of Plan Group Financial's portfolio in Q3 2026, its #58 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 15 quarters since.
  • Plan Group Financial's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $5.04M in Q2 2022.
  • 139 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.