AWM
Axxcess Wealth Management’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 | $934K | Buy |
35,122
+23,612
| +205% | +$628K | 0.02% | 444 |
|
|
2025
Q1 | $314K | Buy |
+11,510
| New | +$314K | 0.01% | 670 |
|
|
2024
Q3 | – | Sell |
-39,198
| Closed | -$1.07M | – | 943 |
|
|
2024
Q2 | $1.07M | Buy |
+39,198
| New | +$1.07M | 0.03% | 365 |
|
|
2024
Q1 | – | Sell |
-15,741
| Closed | -$457K | – | 921 |
|
|
2023
Q4 | $457K | Sell |
15,741
-692
| -4% | -$20.1K | 0.01% | 538 |
|
|
2023
Q3 | $430K | Sell |
16,433
-2,747
| -14% | -$71.8K | 0.01% | 511 |
|
|
2023
Q2 | $573K | Sell |
19,180
-12,215
| -39% | -$365K | 0.04% | 322 |
|
|
2023
Q1 | $969K | Sell |
31,395
-5,233
| -14% | -$162K | 0.07% | 234 |
|
|
2022
Q4 | $1.06M | Sell |
36,628
-5,444
| -13% | -$158K | 0.09% | 215 |
|
|
2022
Q3 | $1.25M | Sell |
42,072
-5,003
| -11% | -$148K | 0.12% | 162 |
|
|
2022
Q2 | $1.56M | Sell |
47,075
-79,857
| -63% | -$2.64M | 0.14% | 135 |
|
|
2022
Q1 | $4.8M | Sell |
126,932
-7,791
| -6% | -$295K | 0.38% | 58 |
|
|
2021
Q4 | $5.68M | Buy |
+134,723
| New | +$5.68M | 0.41% | 49 |
|