Sharkey, Howes & Javer’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Sharkey, Howes & Javer’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	$451K	Sell	17,177 -19,722	-53%	-$514K	0.05%	120
2026 Q1	$970K	Buy	36,899 +9,698	+36%	+$258K	0.13%	85
2025 Q4	$720K	Buy	+27,201	New	+$734K	0.09%	97
2025 Q3	–	Sell	-63,078	Closed	-$1.68M	–	166
2025 Q2	$1.68M	Buy	+63,078	New	+$1.66M	0.22%	72
2025 Q1	–	Sell	-59,604	Closed	-$1.56M	–	156
2024 Q4	$1.56M	Sell	59,604 -10,794	-15%	-$296K	0.22%	70
2024 Q3	$2.05M	Buy	+70,398	New	+$2.01M	0.29%	57
2023 Q3	–	Sell	-12,192	Closed	-$365K	–	113
2023 Q2	$365K	Buy	12,192 +5,672	+87%	+$171K	0.07%	78
2023 Q1	$201K	Buy	+6,520	New	+$198K	0.04%	92

Other funds holding SPTL

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

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $121M AUM

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return