Baker Tilly Wealth Management’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	$251K	Sell	9,538 -1,497	-14%	-$39.9K	0.06%	234
2025 Q4	$292K	Buy	11,035 +1,327	+14%	+$35.8K	0.07%	225
2025 Q3	$262K	Buy	+9,708	New	+$256K	0.06%	237
2025 Q2	–	Sell	-7,632	Closed	-$208K	–	247
2025 Q1	$208K	Sell	7,632 -634	-8%	-$16.9K	0.08%	225
2024 Q4	$216K	Sell	8,266 -6,643	-45%	-$182K	0.08%	223
2024 Q3	$433K	Buy	14,909 +101	+0.7%	+$2.88K	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%	+$399K	0.12%	193
2023 Q3	$249K	Sell	9,505 -4,346	-31%	-$122K	0.04%	398
2023 Q2	$414K	Buy	13,851 +1,172	+9%	+$35.4K	0.04%	384
2023 Q1	$392K	Buy	12,679 +4,253	+50%	+$129K	0.04%	395
2022 Q4	$245K	Buy	+8,426	New	+$247K	0.03%	477