Congress Wealth Management’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.8M | Buy |
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|
2025
Q1 | $67.3M | Sell |
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|
2024
Q4 | $65.6M | Sell |
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|
2024
Q3 | $73.4M | Sell |
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|
2024
Q2 | $104M | Sell |
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|
2024
Q1 | $107M | Buy |
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|
2023
Q4 | $110M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $10.4M | Sell |
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|
2022
Q2 | $11.7M | Buy |
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|
2022
Q1 | $325K | Sell |
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|
2021
Q4 | $451K | Buy |
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