CWM
Congress 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 | $66.8M | Buy |
2,511,689
+44,621
| +2% | +$1.19M | 0.65% | 24 |
|
|
2025
Q1 | $67.3M | Sell |
2,467,068
-38,895
| -2% | -$1.06M | 0.81% | 18 |
|
|
2024
Q4 | $65.6M | Sell |
2,505,963
-17,720
| -0.7% | -$464K | 0.9% | 15 |
|
|
2024
Q3 | $73.4M | Sell |
2,523,683
-1,295,994
| -34% | -$37.7M | 0.98% | 15 |
|
|
2024
Q2 | $104M | Sell |
3,819,677
-27,661
| -0.7% | -$753K | 1.65% | 8 |
|
|
2024
Q1 | $107M | Buy |
3,847,338
+39,985
| +1% | +$1.12M | 1.86% | 5 |
|
|
2023
Q4 | $110M | Buy |
+3,807,353
| New | +$110M | 2.03% | 5 |
|
|
2022
Q4 | – | Sell |
-350,950
| Closed | -$10.4M | – | 580 |
|
|
2022
Q3 | $10.4M | Sell |
350,950
-3,607
| -1% | -$107K | 0.28% | 98 |
|
|
2022
Q2 | $11.7M | Buy |
354,557
+345,957
| +4,023% | +$11.4M | 0.3% | 86 |
|
|
2022
Q1 | $325K | Sell |
8,600
-2,109
| -20% | -$79.7K | 0.01% | 502 |
|
|
2021
Q4 | $451K | Buy |
+10,709
| New | +$451K | 0.01% | 477 |
|