Private Wealth Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Private Wealth 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 Q3	–	Sell	-144,268	Closed	-$3.78M	–	76
2026 Q2	$3.78M	Buy	144,268 +22,431	+18%	+$585K	1.46%	16
2026 Q1	$3.2M	Buy	121,837 +10,649	+10%	+$284K	1.49%	15
2025 Q4	$2.94M	Buy	111,188 +16,257	+17%	+$439K	1.41%	17
2025 Q3	$2.56M	Buy	94,931 +72,241	+318%	+$1.91M	1.27%	17
2025 Q2	$603K	Sell	22,690 -11,753	-34%	-$308K	0.32%	37
2025 Q1	$939K	Sell	34,443 -7,696	-18%	-$205K	0.55%	28
2024 Q4	$1.1M	Buy	42,139 +10,868	+35%	+$298K	0.54%	30
2024 Q3	$909K	Buy	+31,271	New	+$892K	0.45%	34

Other funds holding SPTL

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

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 Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Private Wealth Group's SPTL Position: Q3 2026 in Review

Private Wealth Group sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2026, closing a stake of 144,268 shares — an estimated $3.78M sold.

Private Wealth Group first reported a position in SPTL in Q3 2024 and held it in 8 quarters. The position peaked at $3.78M in Q2 2026. 175 funds tracked by Wall St. Rank hold SPTL as of Q3 2026.

Private Wealth Group reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2026 after selling out during the quarter.
Private Wealth Group sold 144,268 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2026, an estimated $3.78M.
Private Wealth Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2024 and held it in 8 quarters.
Private Wealth Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $3.78M in Q2 2026.
175 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.