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Schwallier Wealth Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Schwallier Wealth Management’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 		$6.12M Buy
233,446
+32,016
+16% +$835K 3.87% 8
2026
Q1 		$5.3M Buy
+201,430
New +$5.37M 3.87% 7

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Schwallier Wealth Management's SPTL Position: Q2 2026 in Review

Schwallier Wealth Management increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 16% in Q2 2026, buying an estimated $835K and bringing the position to 233,446 shares worth $6.12M. The position accounts for 3.87% of the portfolio, ranked #8.

Schwallier Wealth Management first reported a position in SPTL in Q1 2026 and has held it in 2 quarters since. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Schwallier Wealth Management held 233,446 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $6.12M as of Q2 2026.
  • Schwallier Wealth Management bought 32,016 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $835K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 3.87% of Schwallier Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Schwallier Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.