Baystate 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
2023 Q4	$4.06M	Buy	139,991 +1,770	+1%	+$47.1K	0.3%	35
2023 Q3	$3.61M	Buy	138,221 +29,322	+27%	+$825K	0.3%	37
2023 Q2	$3.26M	Buy	108,899 +2,353	+2%	+$71.1K	0.27%	38
2023 Q1	$3.29M	Buy	106,546 +61,876	+139%	+$1.88M	0.29%	35
2022 Q4	$1.3M	Sell	44,670 -24,657	-36%	-$722K	0.12%	79
2022 Q3	$2.06M	Buy	69,327 +13,365	+24%	+$434K	0.21%	42
2022 Q2	$1.85M	Buy	55,962 +34,938	+166%	+$1.18M	0.18%	50
2022 Q1	$795K	Buy	21,024 +13,555	+181%	+$534K	0.07%	89
2021 Q4	$315K	Buy	7,469 +5,571	+294%	+$234K	0.03%	143
2021 Q3	$78K	Buy	1,898 +1,846	+3,550%	+$78.4K	0.01%	248
2021 Q2	$2K	Hold	52	–	–	﹤0.01%	675
2021 Q1	$2K	Sell	52 -441	-89%	-$18.3K	﹤0.01%	611
2020 Q4	$22K	Buy	+493	New	+$22.4K	﹤0.01%	337
2019 Q1	–	Sell	-37	Closed	-$1K	–	706
2018 Q4	$1K	Buy	+37	New	+$1.24K	﹤0.01%	629