EverSource Wealth Advisors’s State Street 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
2026 Q1	$24.9K	Sell	948 -296	-24%	-$7.88K	﹤0.01%	2370
2025 Q4	$32.9K	Buy	1,244 +1,090	+708%	+$29.4K	﹤0.01%	2037
2025 Q3	$4.15K	Sell	154 -235	-60%	-$6.21K	﹤0.01%	3236
2025 Q2	$10.3K	Hold	389	–	–	﹤0.01%	2782
2025 Q1	$10.6K	Sell	389 -537	-58%	-$14.3K	﹤0.01%	2081
2024 Q4	$24.2K	Buy	926 +95	+11%	+$2.6K	﹤0.01%	1524
2024 Q3	$24.2K	Buy	831 +4	+0.5%	+$114	﹤0.01%	1395
2024 Q2	$23.2K	Buy	827 +7	+0.9%	+$189	﹤0.01%	1431
2024 Q1	$21.5K	Buy	820 +110	+15%	+$3.07K	﹤0.01%	1327
2023 Q4	$20.6K	Buy	710 +8	+1%	+$213	﹤0.01%	1220
2023 Q3	$18.4K	Buy	702 +6	+0.9%	+$169	﹤0.01%	1159
2023 Q2	$20.8K	Sell	696 -1,006	-59%	-$30.4K	﹤0.01%	1141
2023 Q1	$52.5K	Buy	1,702 +344	+25%	+$10.4K	0.01%	782
2022 Q4	$39.4K	Buy	+1,358	New	+$39.8K	0.01%	847