POM Investment Strategies’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

POM Investment Strategies’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	$32.9K	Buy	1,256 +14	+1%	+$365	0.04%	111
2026 Q1	$32.7K	Buy	1,242 +8	+0.6%	+$213	0.04%	133
2025 Q4	$32.7K	Buy	1,234 +1,113	+920%	+$30K	0.02%	85
2025 Q3	$3.26K	Buy	+121	New	+$3.19K	﹤0.01%	145
2025 Q1	–	Sell	-444	Closed	-$11.6K	–	349
2024 Q4	$11.6K	Buy	+444	New	+$12.2K	0.01%	150

Other funds holding SPTL

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 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

POM Investment Strategies's SPTL Position: Q2 2026 in Review

POM Investment Strategies increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 1.1% in Q2 2026, buying an estimated $365 and bringing the position to 1,256 shares worth $32.9K. The position accounts for 0.04% of the portfolio, ranked #111.

POM Investment Strategies first reported a position in SPTL in Q4 2024 and has held it in 5 quarters since. 483 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

POM Investment Strategies held 1,256 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $32.9K as of Q2 2026.
POM Investment Strategies bought 14 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $365.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.04% of POM Investment Strategies's portfolio in Q2 2026, its #111 holding.
POM Investment Strategies first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2024 and has held it in 5 quarters since.
483 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.