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WealthPoint Financial’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

WealthPoint Financial’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 		$1.17M Buy
44,661
+7,812
+21% +$204K 0.85% 35
2026
Q1 		$969K Buy
36,849
+4,523
+14% +$120K 0.81% 39
2025
Q4 		$856K Buy
+32,326
New +$872K 0.74% 38

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WealthPoint Financial's SPTL Position: Q2 2026 in Review

WealthPoint Financial increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 21% in Q2 2026, buying an estimated $204K and bringing the position to 44,661 shares worth $1.17M. The position accounts for 0.85% of the portfolio, ranked #35.

WealthPoint Financial first reported a position in SPTL in Q4 2025 and has held it in 3 quarters since. 475 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • WealthPoint Financial held 44,661 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $1.17M as of Q2 2026.
  • WealthPoint Financial bought 7,812 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $204K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.85% of WealthPoint Financial's portfolio in Q2 2026, its #35 holding.
  • WealthPoint Financial first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 475 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on WealthPoint Financial's 13F filing for Q2 2026, filed 6 Aug 2026.