VestGen Advisors’s State Street SPDR Portfolio Long Term Treasury Index ETF SPTL Stock Holding History

VestGen Advisors’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 Q3	$392K	Buy	16,450 +3,078	+23%	+$77.4K	0.01%	689
2026 Q2	$351K	Buy	13,372 +314	+2%	+$8.19K	0.01%	788
2026 Q1	$337K	Buy	13,058 +4,146	+47%	+$110K	0.01%	800
2025 Q4	$236K	Buy	+8,912	New	+$240K	0.01%	673

Other funds holding SPTL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

VestGen Advisors's SPTL Position: Q3 2026 in Review

VestGen Advisors increased its State Street SPDR Portfolio Long Term Treasury Index ETF (SPTL) stake by 23% in Q3 2026, buying an estimated $77.4K and bringing the position to 16,450 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #689.

VestGen Advisors first reported a position in SPTL in Q4 2025 and has held it in 4 quarters since. 290 funds tracked by Wall St. Rank hold SPTL as of Q3 2026.

VestGen Advisors held 16,450 shares of State Street SPDR Portfolio Long Term Treasury Index ETF worth $392K as of Q3 2026.
VestGen Advisors bought 3,078 State Street SPDR Portfolio Long Term Treasury Index ETF shares in Q3 2026, an estimated $77.4K.
State Street SPDR Portfolio Long Term Treasury Index ETF made up 0.01% of VestGen Advisors's portfolio in Q3 2026, its #689 holding.
VestGen Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury Index ETF in Q4 2025 and has held it in 4 quarters since.
290 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury Index ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.