Avidian Wealth Enterprises’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 | $7.51M | Buy |
285,688
+26,517
| +10% | +$706K | 0.24% | 69 |
|
|
2025
Q4 | $6.86M | Buy |
259,171
+7,452
| +3% | +$201K | 0.25% | 62 |
|
|
2025
Q3 | $6.78M | Buy |
251,719
+13,028
| +5% | +$344K | 0.26% | 63 |
|
|
2025
Q2 | $6.34M | Buy |
238,691
+11,660
| +5% | +$306K | 0.26% | 65 |
|
|
2025
Q1 | $6.19M | Sell |
227,031
-305,642
| -57% | -$8.15M | 0.28% | 59 |
|
|
2024
Q4 | $14M | Buy |
532,673
+15,957
| +3% | +$437K | 0.63% | 33 |
|
|
2024
Q3 | $15M | Buy |
516,716
+10,529
| +2% | +$300K | 0.68% | 30 |
|
|
2024
Q2 | $13.8M | Buy |
506,187
+10,674
| +2% | +$288K | 0.66% | 32 |
|
|
2024
Q1 | $13.8M | Buy |
495,513
+28,503
| +6% | +$795K | 0.74% | 28 |
|
|
2023
Q4 | $13.6M | Buy |
467,010
+34,262
| +8% | +$912K | 0.85% | 26 |
|
|
2023
Q3 | $11.3M | Buy |
432,748
+28,076
| +7% | +$790K | 0.8% | 28 |
|
|
2023
Q2 | $12.1M | Buy |
404,672
+132,240
| +49% | +$3.99M | 0.79% | 29 |
|
|
2023
Q1 | $8.41M | Buy |
272,432
+69,405
| +34% | +$2.11M | 0.46% | 53 |
|
|
2022
Q4 | $5.89M | Sell |
203,027
-2,861
| -1% | -$83.8K | 0.38% | 56 |
|
|
2022
Q3 | $6.1M | Buy |
205,888
+52,806
| +34% | +$1.71M | 0.44% | 47 |
|
|
2022
Q2 | $5.06M | Buy |
153,082
+3,788
| +3% | +$128K | 0.36% | 56 |
|
|
2022
Q1 | $5.65M | Buy |
+149,294
| New | +$5.88M | 0.35% | 59 |
|
|
2021
Q2 | – | Sell |
-6,927
| Closed | -$270K | – | 419 |
|
|
2021
Q1 | $270K | Sell |
6,927
-183,877
| -96% | -$7.64M | 0.02% | 300 |
|
|
2020
Q4 | $8.61M | Buy |
190,804
+44,848
| +31% | +$2.04M | 0.82% | 32 |
|
|
2020
Q3 | $6.82M | Sell |
145,956
-47,673
| -25% | -$2.26M | 0.77% | 32 |
|
|
2020
Q2 | $9.08M | Buy |
193,629
+182,523
| +1,643% | +$8.6M | 1.23% | 17 |
|
|
2020
Q1 | $525K | Buy |
+11,106
| New | +$475K | 0.08% | 102 |
|
Other funds holding SPTL
MERSOM
MG
