EWA
ERTS 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 | $12.6M | Sell |
475,915
-721,837
| -60% | -$19.2M | 4.36% | 10 |
|
|
2025
Q1 | $32.7M | Buy |
1,197,752
+17,075
| +1% | +$465K | 6.34% | 6 |
|
|
2024
Q4 | $30.9M | Buy |
1,180,677
+54,327
| +5% | +$1.42M | 5.83% | 6 |
|
|
2024
Q3 | $32.7M | Buy |
1,126,350
+18,435
| +2% | +$536K | 6.13% | 6 |
|
|
2024
Q2 | $30.2M | Buy |
1,107,915
+85,695
| +8% | +$2.33M | 6.06% | 6 |
|
|
2024
Q1 | $28.6M | Buy |
+1,022,220
| New | +$28.6M | 5.83% | 5 |
|