Smart Money Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Smart Money 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 Q2	–	Sell	-9,748	Closed	-$256K	–	88
2026 Q1	$256K	Sell	9,748 -3,285	-25%	-$87.5K	0.07%	82
2025 Q4	$345K	Buy	13,033 +326	+3%	+$8.8K	0.1%	77
2025 Q3	$342K	Sell	12,707 -9,081	-42%	-$240K	0.1%	74
2025 Q2	$579K	Buy	21,788 +6,600	+43%	+$173K	0.18%	58
2025 Q1	$414K	Buy	+15,188	New	+$405K	0.14%	64
2023 Q3	–	Sell	-62,085	Closed	-$1.86M	–	80
2023 Q2	$1.86M	Buy	+62,085	New	+$1.88M	0.89%	30
2021 Q3	–	Sell	-28,165	Closed	-$1.32M	–	69
2021 Q2	$1.32M	Buy	+28,165	New	+$1.13M	1.51%	15
2021 Q1	–	Sell	-31,413	Closed	-$1.42M	–	64
2020 Q4	$1.42M	Buy	31,413 +1,214	+4%	+$55.2K	1.19%	24
2020 Q3	$1.41M	Buy	30,199 +407	+1%	+$19.3K	0.61%	51
2020 Q2	$1.4M	Sell	29,792 -438	-1%	-$20.6K	0.83%	37
2020 Q1	$1.43M	Buy	30,230 +1,539	+5%	+$65.8K	1%	31
2019 Q4	$1.11M	Buy	+28,691	New	+$1.15M	0.65%	41

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

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 Boston, Massachusetts $2.3T AUM 54.33% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Smart Money Group's SPTL Position: Q2 2026 in Review

Smart Money Group sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026, closing a stake of 9,748 shares — an estimated $256K sold.

Smart Money Group first reported a position in SPTL in Q4 2019 and held it in 12 quarters. The position peaked at $1.86M in Q2 2023. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Smart Money Group reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Smart Money Group sold 9,748 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $256K.
Smart Money Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2019 and held it in 12 quarters.
Smart Money Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.86M in Q2 2023.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Smart Money Group's 13F filing for Q2 2026, filed 29 Jul 2026.