Financial Advocates Investment Management’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,490
| Closed | -$301K | – | 765 |
|
|
2024
Q4 | $301K | Buy |
11,490
+320
| +3% | +$8.38K | 0.02% | 595 |
|
|
2024
Q3 | $325K | Sell |
11,170
-395
| -3% | -$11.5K | 0.02% | 580 |
|
|
2024
Q2 | $315K | Buy |
11,565
+179
| +2% | +$4.87K | 0.02% | 565 |
|
|
2024
Q1 | $318K | Sell |
11,386
-259
| -2% | -$7.24K | 0.02% | 567 |
|
|
2023
Q4 | $338K | Buy |
11,645
+617
| +6% | +$17.9K | 0.02% | 513 |
|
|
2023
Q3 | $288K | Sell |
11,028
-246
| -2% | -$6.43K | 0.02% | 530 |
|
|
2023
Q2 | $337K | Sell |
11,274
-34,480
| -75% | -$1.03M | 0.02% | 490 |
|
|
2023
Q1 | $1.41M | Buy |
45,754
+37,979
| +488% | +$1.17M | 0.1% | 221 |
|
|
2022
Q4 | $226K | Buy |
+7,775
| New | +$226K | 0.02% | 637 |
|
|
2021
Q1 | – | Sell |
-120,085
| Closed | -$3.2M | – | 783 |
|
|
2020
Q4 | $3.2M | Buy |
+120,085
| New | +$3.2M | 0.22% | 99 |
|