Woodard & Company Asset Management Group’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Woodard & Company Asset Management 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 Q2	$2.36K	Hold	90	–	–	﹤0.01%	167
2026 Q1	$2.37K	Hold	90	–	–	﹤0.01%	172
2025 Q4	$2.38K	Hold	90	–	–	﹤0.01%	166
2025 Q3	$2.43K	Hold	90	–	–	﹤0.01%	148
2025 Q2	$2.39K	Hold	90	–	–	﹤0.01%	138
2025 Q1	$2.45K	Buy	+90	New	+$2.4K	﹤0.01%	139

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

Woodard & Company Asset Management Group's SPTL Position: Q2 2026 in Review

Woodard & Company Asset Management Group held its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) position steady in Q2 2026 at 90 shares worth $2.36K. The position accounts for ﹤0.01% of the portfolio, ranked #167.

Woodard & Company Asset Management Group first reported a position in SPTL in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.45K in Q1 2025. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

Woodard & Company Asset Management Group held 90 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $2.36K as of Q2 2026.
Woodard & Company Asset Management Group left its State Street SPDR Portfolio Long Term Treasury ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Long Term Treasury ETF made up ﹤0.01% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #167 holding.
Woodard & Company Asset Management Group first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Woodard & Company Asset Management Group's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $2.45K in Q1 2025.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.