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 Q1	$205K	Buy	+7,781	New	+$207K	0.02%	266

Other funds holding SPTL

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $1.56T AUM 27.86% 1-Year Est. Return

SHP Wealth Management's SPTL Position: Q1 2026 in Review

SHP Wealth Management opened a new position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2026: 7,781 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #266 among its holdings.

481 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

SHP Wealth Management held 7,781 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $205K as of Q1 2026.
State Street SPDR Portfolio Long Term Treasury ETF was a new SHP Wealth Management position in Q1 2026.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #266 holding.
481 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.