Wealth Enhancement Advisory Services’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Wealth Enhancement Advisory Services’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	$13.7M	Buy	533,704 +5,139	+1%	+$134K	0.02%	554
2026 Q1	$13.9M	Sell	528,565 -367,849	-41%	-$9.8M	0.03%	492
2025 Q4	$23.8M	Sell	896,414 -48,498	-5%	-$1.31M	0.03%	431
2025 Q3	$25.4M	Buy	944,912 +96,347	+11%	+$2.54M	0.04%	394
2025 Q2	$22.2M	Sell	848,565 -144,975	-15%	-$3.8M	0.04%	388
2025 Q1	$27.1M	Sell	993,540 -19,938	-2%	-$531K	0.05%	324
2024 Q4	$26.5M	Sell	1,013,478 -2,125,292	-68%	-$58.2M	0.05%	313
2024 Q3	$91.2M	Buy	3,138,770 +38,180	+1%	+$1.09M	0.2%	107
2024 Q2	$84.4M	Buy	3,100,590 +830,796	+37%	+$22.4M	0.2%	104
2024 Q1	$63.4M	Buy	2,269,794 +473,030	+26%	+$13.2M	0.16%	130
2023 Q4	$52.1M	Buy	1,796,764 +426,422	+31%	+$11.4M	0.15%	146
2023 Q3	$35.8M	Buy	1,370,342 +608,990	+80%	+$17.1M	0.12%	179
2023 Q2	$22.8M	Buy	761,352 +148,412	+24%	+$4.48M	0.25%	50
2023 Q1	$18.9M	Buy	+612,940	New	+$18.6M	0.22%	55

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

Wealth Enhancement Advisory Services's SPTL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 0.97% in Q2 2026, buying an estimated $134K and bringing the position to 533,704 shares worth $13.7M. The position accounts for 0.02% of the portfolio, ranked #554.

Wealth Enhancement Advisory Services first reported a position in SPTL in Q1 2023 and has held it in 14 quarters since. The position peaked at $91.2M in Q3 2024. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Wealth Enhancement Advisory Services held 533,704 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $13.7M as of Q2 2026.
Wealth Enhancement Advisory Services bought 5,139 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $134K.
State Street SPDR Portfolio Long Term Treasury ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #554 holding.
Wealth Enhancement Advisory Services first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
Wealth Enhancement Advisory Services's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $91.2M 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 Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.