EP Wealth Advisors’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 | $212K | Buy |
7,979
+1,136
| +17% | +$30.2K | ﹤0.01% | 1221 |
|
|
2025
Q1 | $187K | Sell |
6,843
-413
| -6% | -$11.3K | ﹤0.01% | 1151 |
|
|
2024
Q4 | $190K | Buy |
7,256
+3,188
| +78% | +$83.5K | ﹤0.01% | 1096 |
|
|
2024
Q3 | $118K | Sell |
4,068
-2,811
| -41% | -$81.7K | ﹤0.01% | 1126 |
|
|
2024
Q2 | $187K | Sell |
6,879
-167
| -2% | -$4.55K | ﹤0.01% | 769 |
|
|
2024
Q1 | $197K | Sell |
7,046
-2,000
| -22% | -$55.9K | ﹤0.01% | 738 |
|
|
2023
Q4 | $263K | Sell |
9,046
-7,516
| -45% | -$218K | ﹤0.01% | 655 |
|
|
2023
Q3 | $433K | Buy |
+16,562
| New | +$433K | 0.01% | 480 |
|
|
2023
Q1 | – | Sell |
-46,262
| Closed | -$1.34M | – | 703 |
|
|
2022
Q4 | $1.34M | Buy |
+46,262
| New | +$1.34M | 0.02% | 245 |
|