WCG Wealth Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

WCG Wealth 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 Q2	$718K	Sell	27,379 -4,475	-14%	-$117K	0.02%	451
2026 Q1	$838K	Sell	31,854 -1,295	-4%	-$34.5K	0.02%	400
2025 Q4	$877K	Sell	33,149 -80,561	-71%	-$2.17M	0.02%	373
2025 Q3	$3.06M	Buy	113,710 +551	+0.5%	+$14.5K	0.19%	115
2025 Q2	$3.01M	Buy	113,159 +29,699	+36%	+$779K	0.19%	118
2025 Q1	$2.28M	Sell	83,460 -313,200	-79%	-$8.35M	0.17%	134
2024 Q4	$10.4M	Sell	396,660 -167,488	-30%	-$4.59M	0.69%	39
2024 Q3	$16.4M	Buy	564,148 +34,466	+7%	+$983K	1.11%	21
2024 Q2	$14.4M	Buy	529,682 +27,947	+6%	+$754K	1.07%	23
2024 Q1	$14M	Buy	501,735 +21,597	+4%	+$602K	1.17%	23
2023 Q4	$13.9M	Buy	480,138 +385,107	+405%	+$10.3M	1.02%	27
2023 Q3	$2.48M	Buy	+95,031	New	+$2.67M	0.18%	119

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

WCG Wealth Advisors's SPTL Position: Q2 2026 in Review

WCG Wealth Advisors reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 14% in Q2 2026, selling an estimated $117K and leaving 27,379 shares worth $718K. The position accounts for 0.02% of the portfolio, ranked #451.

WCG Wealth Advisors first reported a position in SPTL in Q3 2023 and has held it in 12 quarters since. The position peaked at $16.4M in Q3 2024. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

WCG Wealth Advisors held 27,379 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $718K as of Q2 2026.
WCG Wealth Advisors sold 4,475 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $117K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.02% of WCG Wealth Advisors's portfolio in Q2 2026, its #451 holding.
WCG Wealth Advisors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
WCG Wealth Advisors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $16.4M in Q3 2024.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.