APP
Avantax Planning Partners’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 | $102M | Buy |
3,837,974
+120,795
| +3% | +$3.21M | 3.24% | 6 |
|
|
2025
Q1 | $101M | Buy |
3,717,179
+106,873
| +3% | +$2.91M | 3.59% | 6 |
|
|
2024
Q4 | $94.6M | Buy |
3,610,306
+63,123
| +2% | +$1.65M | 3.41% | 6 |
|
|
2024
Q3 | $103M | Sell |
3,547,183
-72,481
| -2% | -$2.11M | 3.7% | 6 |
|
|
2024
Q2 | $98.5M | Buy |
+3,619,664
| New | +$98.5M | 3.17% | 6 |
|