VisionPoint Advisory Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

VisionPoint Advisory 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 Q3	$1.07M	Buy	45,058 +7,355	+20%	+$185K	0.17%	135
2026 Q2	$989K	Buy	37,703 +1,876	+5%	+$48.9K	0.16%	144
2026 Q1	$942K	Buy	35,827 +2,636	+8%	+$70.2K	0.18%	129
2025 Q4	$879K	Buy	33,191 +18,813	+131%	+$508K	0.17%	125
2025 Q3	$387K	Buy	14,378 +293	+2%	+$7.74K	0.08%	244
2025 Q2	$374K	Buy	+14,085	New	+$370K	0.08%	232
2024 Q3	–	Sell	-3,956	Closed	-$108K	–	704
2024 Q2	$108K	Buy	3,956 +3,704	+1,470%	+$100K	0.04%	212
2024 Q1	$7.04K	Buy	252 +120	+91%	+$3.35K	﹤0.01%	496
2023 Q4	$3.83K	Sell	132 -925	-88%	-$24.6K	﹤0.01%	525
2023 Q3	$27.6K	Buy	1,057 +522	+98%	+$14.7K	0.01%	321
2023 Q2	$16K	Buy	+535	New	+$16.2K	0.01%	325

Other funds holding SPTL

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

VisionPoint Advisory Group's SPTL Position: Q3 2026 in Review

VisionPoint Advisory Group increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 20% in Q3 2026, buying an estimated $185K and bringing the position to 45,058 shares worth $1.07M. The position accounts for 0.17% of the portfolio, ranked #135.

VisionPoint Advisory Group first reported a position in SPTL in Q2 2023 and has held it in 11 quarters since. 126 funds tracked by Wall St. Rank hold SPTL as of Q3 2026.

VisionPoint Advisory Group held 45,058 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.07M as of Q3 2026.
VisionPoint Advisory Group bought 7,355 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2026, an estimated $185K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.17% of VisionPoint Advisory Group's portfolio in Q3 2026, its #135 holding.
VisionPoint Advisory Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2023 and has held it in 11 quarters since.
126 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.