SageView Advisory Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

SageView Advisory 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 Q1	–	Sell	-544	Closed	-$14.4K	–	2174
2025 Q4	$14.4K	Buy	+544	New	+$14.7K	﹤0.01%	1576
2023 Q4	–	Sell	-25,333	Closed	-$675K	–	551
2023 Q3	$662K	Buy	25,333 +7,175	+40%	+$202K	0.04%	285
2023 Q2	$543K	Buy	+18,158	New	+$548K	0.03%	337
2023 Q1	–	Sell	-19,954	Closed	-$579K	–	484
2022 Q4	$579K	Buy	+19,954	New	+$584K	0.05%	222

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SageView Advisory Group's SPTL Position: Q1 2026 in Review

SageView Advisory Group sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2026, closing a stake of 544 shares — an estimated $14.4K sold.

SageView Advisory Group first reported a position in SPTL in Q4 2022 and held it in 4 quarters. The position peaked at $662K in Q3 2023. 484 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

SageView Advisory Group reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 544 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $14.4K.
SageView Advisory Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2022 and held it in 4 quarters.
SageView Advisory Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $662K in Q3 2023.
484 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.