B. Riley Wealth Advisors’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Buy |
+26,709
| New | +$710K | 0.03% | 414 |
|
|
2024
Q4 | $2M | Sell |
76,181
-1,725
| -2% | -$45.2K | 0.07% | 282 |
|
|
2024
Q3 | $2.25M | Buy |
77,906
+9,200
| +13% | +$266K | 0.06% | 294 |
|
|
2024
Q2 | $1.87M | Buy |
+68,706
| New | +$1.87M | 0.05% | 360 |
|
|
2024
Q1 | – | Sell |
-20,409
| Closed | -$592K | – | 1508 |
|
|
2023
Q4 | $592K | Buy |
+20,409
| New | +$592K | 0.02% | 731 |
|
|
2019
Q3 | – | Sell |
-26,133
| Closed | -$998K | – | 851 |
|
|
2019
Q2 | $998K | Buy |
+26,133
| New | +$998K | 0.11% | 203 |
|