Strategic Wealth Investment Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Strategic Wealth Investment 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	$22.6M	Sell	860,439 -250,670	-23%	-$6.54M	2.74%	8
2026 Q1	$29.2M	Buy	1,111,109 +6,933	+0.6%	+$185K	3.71%	5
2025 Q4	$29.2M	Sell	1,104,176 -651,472	-37%	-$17.6M	3.59%	5
2025 Q3	$47.3M	Buy	1,755,648 +1,662,875	+1,792%	+$43.9M	3.98%	4
2025 Q2	$2.47M	Buy	92,773 +12,545	+16%	+$329K	3.57%	4
2025 Q1	$2.19M	Sell	80,228 -2,053,750	-96%	-$54.7M	3.81%	3
2024 Q4	$55.9M	Sell	2,133,978 -266,094	-11%	-$7.29M	6.17%	1
2024 Q3	$70M	Buy	2,400,072 +898,755	+60%	+$25.6M	7.5%	1
2024 Q2	$40.1M	Buy	+1,501,317	New	+$40.5M	5.06%	4
2023 Q4	$28.8M	Buy	993,248 +73,891	+8%	+$1.97M	4.33%	5
2023 Q3	$24M	Buy	919,357 +40,296	+5%	+$1.13M	4.36%	5
2023 Q2	$26.3M	Buy	879,061 +90,421	+11%	+$2.73M	4.17%	6
2023 Q1	$24.4M	Buy	788,640 +131,996	+20%	+$4.01M	4.52%	4
2022 Q4	$20.7M	Sell	656,644 -350,121	-35%	-$10.3M	4.78%	4
2022 Q3	$29.8M	Buy	1,006,765 +59,462	+6%	+$1.93M	8.58%	2
2022 Q2	$31.3M	Sell	947,303 -746,725	-44%	-$25.3M	7.85%	2
2022 Q1	$64.1M	Buy	1,694,028 +282,764	+20%	+$11.1M	15.28%	1
2021 Q4	$59.5M	Buy	1,411,264 +212,344	+18%	+$8.92M	15.47%	1
2021 Q3	$49.5M	Buy	1,198,920 +289,726	+32%	+$12.3M	14.79%	1
2021 Q2	$37.5M	Buy	909,194 +278,071	+44%	+$11.1M	13.31%	1
2021 Q1	$24.6M	Buy	631,123 +164,560	+35%	+$6.84M	11.8%	2
2020 Q4	$21.1M	Buy	466,563 +124,995	+37%	+$5.68M	12.34%	1
2020 Q3	$16M	Buy	341,568 +70,736	+26%	+$3.36M	12.01%	1
2020 Q2	$12.7M	Buy	270,832 +199,556	+280%	+$9.4M	12.45%	1
2020 Q1	$3.37M	Buy	71,276 +6,502	+10%	+$278K	5.49%	5
2019 Q4	$2.52M	Buy	+64,774	New	+$2.59M	2.61%	11

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

Strategic Wealth Investment Group's SPTL Position: Q2 2026 in Review

Strategic Wealth Investment Group reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 23% in Q2 2026, selling an estimated $6.54M and leaving 860,439 shares worth $22.6M. The position accounts for 2.74% of the portfolio, ranked #8.

Strategic Wealth Investment Group first reported a position in SPTL in Q4 2019 and has held it in 26 quarters since. The position peaked at $70M in Q3 2024. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Strategic Wealth Investment Group held 860,439 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $22.6M as of Q2 2026.
Strategic Wealth Investment Group sold 250,670 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $6.54M.
State Street SPDR Portfolio Long Term Treasury ETF made up 2.74% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #8 holding.
Strategic Wealth Investment Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2019 and has held it in 26 quarters since.
Strategic Wealth Investment Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $70M in Q3 2024.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.