BTWM
Baker Tilly 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 | – | Sell |
-7,632
| Closed | -$208K | – | 247 |
|
|
2025
Q1 | $208K | Sell |
7,632
-634
| -8% | -$17.3K | 0.08% | 225 |
|
|
2024
Q4 | $216K | Sell |
8,266
-6,643
| -45% | -$174K | 0.08% | 223 |
|
|
2024
Q3 | $433K | Buy |
14,909
+101
| +0.7% | +$2.94K | 0.19% | 128 |
|
|
2024
Q2 | $403K | Buy |
14,808
+4,168
| +39% | +$113K | 0.16% | 152 |
|
|
2024
Q1 | $297K | Sell |
10,640
-13,863
| -57% | -$387K | 0.05% | 345 |
|
|
2023
Q4 | $711K | Buy |
24,503
+14,998
| +158% | +$435K | 0.12% | 193 |
|
|
2023
Q3 | $249K | Sell |
9,505
-4,346
| -31% | -$114K | 0.04% | 398 |
|
|
2023
Q2 | $414K | Buy |
13,851
+1,172
| +9% | +$35K | 0.04% | 384 |
|
|
2023
Q1 | $392K | Buy |
12,679
+4,253
| +50% | +$131K | 0.04% | 395 |
|
|
2022
Q4 | $245K | Buy |
+8,426
| New | +$245K | 0.03% | 476 |
|