Wagner Wealth Management (South Carolina)’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Wagner Wealth Management (South Carolina)’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	$1.21K	Buy	+46	New	+$1.2K	﹤0.01%	270
2023 Q3	–	Sell	-499	Closed	-$14.9K	–	220
2023 Q2	$14.9K	Hold	499	–	–	0.01%	170
2023 Q1	$15.4K	Hold	499	–	–	0.01%	169
2022 Q4	$14.5K	Buy	+499	New	+$14.6K	0.01%	176
2021 Q1	–	Sell	-41	Closed	-$2K	–	662
2020 Q4	$2K	Buy	+41	New	+$1.86K	﹤0.01%	203

Other funds holding SPTL

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 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

Wagner Wealth Management (South Carolina)'s SPTL Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) opened a new position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q2 2026: 46 shares worth $1.21K. The stake represents ﹤0.01% of the portfolio and ranks #270 among its holdings. This is a return to the name: Wagner Wealth Management (South Carolina) previously reported a position in SPTL as recently as Q2 2023.

Wagner Wealth Management (South Carolina) first reported a position in SPTL in Q4 2020 and has held it in 5 quarters since. The position peaked at $15.4K in Q1 2023. 482 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Wagner Wealth Management (South Carolina) held 46 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.21K as of Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF was a new Wagner Wealth Management (South Carolina) position in Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #270 holding.
Wagner Wealth Management (South Carolina) first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2020 and has held it in 5 quarters since.
Wagner Wealth Management (South Carolina)'s State Street SPDR Portfolio Long Term Treasury ETF position peaked at $15.4K in Q1 2023.
482 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.