Portfolio Resources Advisor Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Portfolio Resources Advisor 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 Q2	$363K	Buy	13,835 +1,926	+16%	+$50.2K	0.31%	53
2026 Q1	$313K	Buy	11,909 +77	+0.7%	+$2.05K	0.31%	45
2025 Q4	$313K	Buy	+11,832	New	+$319K	0.31%	45

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

Portfolio Resources Advisor Group's SPTL Position: Q2 2026 in Review

Portfolio Resources Advisor Group increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 16% in Q2 2026, buying an estimated $50.2K and bringing the position to 13,835 shares worth $363K. The position accounts for 0.31% of the portfolio, ranked #53.

Portfolio Resources Advisor Group first reported a position in SPTL in Q4 2025 and has held it in 3 quarters since. 474 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Portfolio Resources Advisor Group held 13,835 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $363K as of Q2 2026.
Portfolio Resources Advisor Group bought 1,926 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $50.2K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.31% of Portfolio Resources Advisor Group's portfolio in Q2 2026, its #53 holding.
Portfolio Resources Advisor Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
474 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Portfolio Resources Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.