Arete Wealth Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.23M | Sell |
46,738
-8,362
| -15% | -$223K | 0.09% | 202 |
|
|
2025
Q4 | $1.46M | Buy |
55,100
+6,686
| +14% | +$180K | 0.09% | 224 |
|
|
2025
Q3 | $1.3M | Buy |
48,414
+16,370
| +51% | +$432K | 0.08% | 232 |
|
|
2025
Q2 | $852K | Sell |
32,044
-32,518
| -50% | -$853K | 0.06% | 286 |
|
|
2025
Q1 | $1.76M | Buy |
64,562
+23,284
| +56% | +$621K | 0.13% | 161 |
|
|
2024
Q4 | $1.08M | Sell |
41,278
-18,715
| -31% | -$513K | 0.08% | 241 |
|
|
2024
Q3 | $1.74M | Buy |
59,993
+11,444
| +24% | +$326K | 0.15% | 142 |
|
|
2024
Q2 | $1.33M | Sell |
48,549
-417
| -0.9% | -$11.3K | 0.11% | 184 |
|
|
2024
Q1 | $1.37M | Buy |
48,966
+384
| +0.8% | +$10.7K | 0.13% | 173 |
|
|
2023
Q4 | $1.41M | Buy |
48,582
+39,287
| +423% | +$1.05M | 0.11% | 188 |
|
|
2023
Q3 | $243K | Sell |
9,295
-31,199
| -77% | -$878K | 0.04% | 394 |
|
|
2023
Q2 | $1.21M | Buy |
40,494
+20,686
| +104% | +$625K | 0.11% | 181 |
|
|
2023
Q1 | $612K | Buy |
19,808
+5,958
| +43% | +$181K | 0.05% | 297 |
|
|
2022
Q4 | $402M | Sell |
13,850
-16,785
| -55% | -$491K | 0.04% | 372 |
|
|
2022
Q3 | $908K | Sell |
30,635
-66,974
| -69% | -$2.18M | 0.09% | 195 |
|
|
2022
Q2 | $3.24M | Sell |
97,609
-189
| -0.2% | -$6.4K | 0.33% | 65 |
|
|
2022
Q1 | $3.7M | Buy |
97,798
+4,524
| +5% | +$178K | 0.31% | 69 |
|
|
2021
Q4 | $3.84M | Buy |
93,274
+2,084
| +2% | +$87.5K | 0.33% | 63 |
|
|
2021
Q3 | $3.77M | Sell |
91,190
-1,428
| -2% | -$60.6K | 0.42% | 53 |
|
|
2021
Q2 | $3.78M | Sell |
92,618
-3,525
| -4% | -$141K | 0.53% | 43 |
|
|
2021
Q1 | $3.75M | Buy |
96,143
+8,862
| +10% | +$368K | 0.48% | 48 |
|
|
2020
Q4 | $3.94M | Sell |
87,281
-196
| -0.2% | -$8.91K | 0.56% | 42 |
|
|
2020
Q3 | $4.07M | Buy |
87,477
+6,389
| +8% | +$303K | 0.61% | 35 |
|
|
2020
Q2 | $3.8M | Sell |
81,088
-26,656
| -25% | -$1.26M | 0.66% | 32 |
|
|
2020
Q1 | $5.1M | Buy |
107,744
+57,360
| +114% | +$2.45M | 1% | 19 |
|
|
2019
Q4 | $1.96M | Buy |
+50,384
| New | +$2.01M | 0.34% | 73 |
|
Other funds holding SPTL
MERSOM
MG