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 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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MPW

MA Private Wealth San Carlos, California $671M AUM 23.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FCA

FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

Private Wealth Group's SPTL Position: Q2 2026 in Review

Private Wealth Group increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 18% in Q2 2026, buying an estimated $585K and bringing the position to 144,268 shares worth $3.78M. The position accounts for 1.46% of the portfolio, ranked #16.

Private Wealth Group first reported a position in SPTL in Q3 2024 and has held it in 8 quarters since. 171 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Private Wealth Group held 144,268 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $3.78M as of Q2 2026.
Private Wealth Group bought 22,431 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $585K.
State Street SPDR Portfolio Long Term Treasury ETF made up 1.46% of Private Wealth Group's portfolio in Q2 2026, its #16 holding.
Private Wealth Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
171 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.