Diversify 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 | $302K | Sell |
11,482
-1,876
| -14% | -$49.3K | 0.02% | 459 |
|
2025
Q1 | $361K | Sell |
13,358
-4,997
| -27% | -$135K | 0.03% | 411 |
|
2024
Q4 | $470K | Sell |
18,355
-2,603
| -12% | -$66.7K | 0.04% | 354 |
|
2024
Q3 | $574K | Sell |
20,958
-2,979
| -12% | -$81.7K | 0.06% | 296 |
|
2024
Q2 | $698K | Buy |
+23,937
| New | +$698K | 0.09% | 212 |
|