CIAS
CFS Investment Advisory Services’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 | $22M | Buy |
828,841
+240,818
| +41% | +$6.4M | 1.8% | 9 |
|
|
2025
Q1 | $16M | Buy |
588,023
+266,584
| +83% | +$7.27M | 1.43% | 18 |
|
|
2024
Q4 | $8.42M | Sell |
321,439
-24,497
| -7% | -$642K | 0.75% | 28 |
|
|
2024
Q3 | $10.1M | Buy |
345,936
+27,017
| +8% | +$785K | 0.84% | 28 |
|
|
2024
Q2 | $8.68M | Buy |
318,919
+27,653
| +9% | +$753K | 0.7% | 30 |
|
|
2024
Q1 | $8.14M | Sell |
291,266
-14,953
| -5% | -$418K | 1.37% | 13 |
|
|
2023
Q4 | $8.89M | Sell |
306,219
-24,704
| -7% | -$717K | 1.6% | 14 |
|
|
2023
Q3 | $8.65M | Buy |
330,923
+6,794
| +2% | +$178K | 1.38% | 18 |
|
|
2023
Q2 | $9.69M | Sell |
324,129
-3,173
| -1% | -$94.9K | 1.24% | 23 |
|
|
2023
Q1 | $10.1M | Buy |
327,302
+166,003
| +103% | +$5.13M | 1.84% | 15 |
|
|
2022
Q4 | $4.68M | Sell |
161,299
-8,069,585
| -98% | -$234M | 1.06% | 17 |
|
|
2022
Q3 | $8.23M | Buy |
8,230,884
+8,006,015
| +3,560% | +$8.01M | 1.89% | 11 |
|
|
2022
Q2 | $7.44M | Sell |
224,869
-4,271,664
| -95% | -$141M | 1.14% | 14 |
|
|
2022
Q1 | $119K | Buy |
4,496,533
+4,383,401
| +3,875% | +$116K | 0.52% | 36 |
|
|
2021
Q4 | $4.59M | Sell |
113,132
-11,048
| -9% | -$448K | 0.62% | 28 |
|
|
2021
Q3 | $5.13M | Buy |
+124,180
| New | +$5.13M | 0.7% | 30 |
|
|
2020
Q4 | $1.54M | Buy |
+34,097
| New | +$1.54M | 0.25% | 106 |
|