Vermillion & White Wealth Management Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Vermillion & White Wealth Management 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 Q1	–	Sell	-3,589	Closed	-$95K	–	453
2025 Q4	$95K	Sell	3,589 -1,899	-35%	-$51.2K	0.05%	101
2025 Q3	$148K	Sell	5,488 -103,505	-95%	-$2.73M	0.08%	75
2025 Q2	$2.9M	Buy	108,993 +108,648	+31,492%	+$2.85M	1.88%	11
2025 Q1	$9.41K	Sell	345 -72,434	-100%	-$1.93M	0.01%	283
2024 Q4	$1.91M	Buy	72,779 +6,699	+10%	+$183K	1.4%	18
2024 Q3	$1.92M	Buy	66,080 +6,946	+12%	+$198K	1.42%	17
2024 Q2	$1.61M	Buy	59,134 +620	+1%	+$16.7K	1.21%	20
2024 Q1	$1.63M	Sell	58,514 -11,230	-16%	-$313K	1.31%	18
2023 Q4	$2.02M	Buy	+69,744	New	+$1.86M	1.96%	13

Other funds holding SPTL

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $8.81B AUM 10.88% 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 $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vermillion & White Wealth Management Group's SPTL Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2026, closing a stake of 3,589 shares — an estimated $95K sold.

Vermillion & White Wealth Management Group first reported a position in SPTL in Q4 2023 and held it in 9 quarters. The position peaked at $2.9M in Q2 2025. 481 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 3,589 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $95K.
Vermillion & White Wealth Management Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $2.9M in Q2 2025.
481 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.