AAS
Avantax Advisory Services’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109M | Buy |
4,113,903
+102,011
| +3% | +$2.71M | 0.6% | 19 |
|
|
2025
Q1 | $109M | Buy |
4,011,892
+206,114
| +5% | +$5.62M | 0.66% | 19 |
|
|
2024
Q4 | $99.7M | Buy |
3,805,778
+159,986
| +4% | +$4.19M | 0.63% | 21 |
|
|
2024
Q3 | $106M | Buy |
3,645,792
+3,496,330
| +2,339% | +$102M | 0.7% | 18 |
|
|
2024
Q2 | $4.07M | Buy |
149,462
+134,477
| +897% | +$3.66M | 0.03% | 433 |
|
|
2024
Q1 | $419K | Sell |
14,985
-9,139
| -38% | -$255K | ﹤0.01% | 1132 |
|
|
2023
Q4 | $700K | Sell |
24,124
-62,882
| -72% | -$1.82M | 0.01% | 852 |
|
|
2023
Q3 | $2.28M | Buy |
87,006
+41,090
| +89% | +$1.07M | 0.03% | 422 |
|
|
2023
Q2 | $1.37M | Sell |
45,916
-948
| -2% | -$28.3K | 0.02% | 577 |
|
|
2023
Q1 | $1.45M | Sell |
46,864
-5,534
| -11% | -$171K | 0.02% | 539 |
|
|
2022
Q4 | $1.52M | Sell |
52,398
-2,818
| -5% | -$81.8K | 0.02% | 494 |
|
|
2022
Q3 | $1.64M | Sell |
55,216
-52,347
| -49% | -$1.55M | 0.03% | 421 |
|
|
2022
Q2 | $3.56M | Buy |
107,563
+4,530
| +4% | +$150K | 0.05% | 258 |
|
|
2022
Q1 | $3.9M | Buy |
103,033
+18,259
| +22% | +$691K | 0.05% | 248 |
|
|
2021
Q4 | $3.57M | Sell |
84,774
-3,582
| -4% | -$151K | 0.05% | 255 |
|
|
2021
Q3 | $3.64M | Buy |
+88,356
| New | +$3.64M | 0.06% | 230 |
|