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

SHP 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 		$652K Buy
24,852
+17,071
+219% +$445K 0.04% 152
2026
Q1 		$205K Buy
+7,781
New +$207K 0.02% 266

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 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

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

SHP Wealth Management increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 219% in Q2 2026, buying an estimated $445K and bringing the position to 24,852 shares worth $652K. The position accounts for 0.04% of the portfolio, ranked #152.

SHP Wealth Management first reported a position in SPTL in Q1 2026 and has held it in 2 quarters since. 481 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • SHP Wealth Management held 24,852 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $652K as of Q2 2026.
  • SHP Wealth Management bought 17,071 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $445K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.04% of SHP Wealth Management's portfolio in Q2 2026, its #152 holding.
  • SHP 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.
  • 481 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.