United Advisor Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

United Advisor 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	$783K	Buy	29,856 +2,940	+11%	+$76.6K	0.08%	245
2026 Q1	$708K	Sell	26,916 -1,100	-4%	-$29.3K	0.09%	231
2025 Q4	$742K	Sell	28,016 -18,001	-39%	-$486K	0.09%	223
2025 Q3	$1.24M	Buy	46,017 +8,544	+23%	+$226K	0.17%	142
2025 Q2	$996K	Buy	37,473 +2,937	+9%	+$77.1K	0.17%	137
2025 Q1	$941K	Buy	34,536 +4,463	+15%	+$119K	0.19%	120
2024 Q4	$788K	Buy	+30,073	New	+$824K	0.16%	151

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

United Advisor Group's SPTL Position: Q2 2026 in Review

United Advisor Group increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 11% in Q2 2026, buying an estimated $76.6K and bringing the position to 29,856 shares worth $783K. The position accounts for 0.08% of the portfolio, ranked #245.

United Advisor Group first reported a position in SPTL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.24M in Q3 2025. 480 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

United Advisor Group held 29,856 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $783K as of Q2 2026.
United Advisor Group bought 2,940 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $76.6K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.08% of United Advisor Group's portfolio in Q2 2026, its #245 holding.
United Advisor Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
United Advisor Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $1.24M in Q3 2025.
480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

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