Foster Victor 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	$6.31M	Buy	238,434 +42,235	+22%	+$1.13M	0.36%	96
2025 Q4	$5.22M	Sell	196,199 -17,143	-8%	-$463K	0.3%	97
2025 Q3	$5.74M	Sell	213,342 -996	-0.5%	-$26.3K	0.36%	95
2025 Q2	$5.62M	Sell	214,338 -83,631	-28%	-$2.19M	0.38%	91
2025 Q1	$7.78M	Buy	297,969 +2,364	+0.8%	+$63K	0.63%	71
2024 Q4	$7.72M	Buy	295,605 +13,683	+5%	+$375K	0.59%	70
2024 Q3	$7.91M	Sell	281,922 -782	-0.3%	-$22.3K	0.63%	69
2024 Q2	$7.88M	Buy	282,704 +2,210	+0.8%	+$59.7K	0.66%	60
2024 Q1	$7.46M	Buy	280,494 +75,870	+37%	+$2.12M	0.68%	62
2023 Q4	$5.84M	Buy	204,624 +11,532	+6%	+$307K	0.6%	62
2023 Q3	$4.85M	Buy	193,092 +10,595	+6%	+$298K	0.56%	63
2023 Q2	$5.36M	Sell	182,497 -8,059	-4%	-$243K	0.6%	57
2023 Q1	$5.93M	Buy	190,556 +1,912	+1%	+$58.1K	0.72%	56
2022 Q4	$5.76M	Buy	+188,644	New	+$5.52M	0.73%	54