FSB Premier Wealth 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
Q2 | $1.09M | Sell |
40,934
-204
| -0.5% | -$5.42K | 0.39% | 74 |
|
|
2025
Q1 | $1.12M | Buy |
41,138
+2,697
| +7% | +$73.5K | 0.44% | 64 |
|
|
2024
Q4 | $1.01M | Buy |
38,441
+96
| +0.3% | +$2.51K | 0.4% | 65 |
|
|
2024
Q3 | $1.11M | Buy |
38,345
+604
| +2% | +$17.6K | 0.46% | 58 |
|
|
2024
Q2 | $1.03M | Buy |
37,741
+851
| +2% | +$23.2K | 0.46% | 51 |
|
|
2024
Q1 | $1.03M | Buy |
36,890
+9,500
| +35% | +$265K | 0.48% | 48 |
|
|
2023
Q4 | $795K | Buy |
27,390
+1,586
| +6% | +$46K | 0.4% | 58 |
|
|
2023
Q3 | $675K | Buy |
25,804
+2,566
| +11% | +$67.1K | 0.38% | 61 |
|
|
2023
Q2 | $695K | Buy |
23,238
+151
| +0.7% | +$4.52K | 0.38% | 57 |
|
|
2023
Q1 | $713K | Buy |
23,087
+928
| +4% | +$28.7K | 0.4% | 53 |
|
|
2022
Q4 | $643K | Sell |
22,159
-508
| -2% | -$14.7K | 0.35% | 59 |
|
|
2022
Q3 | $671K | Buy |
22,667
+641
| +3% | +$19K | 0.39% | 52 |
|
|
2022
Q2 | $728K | Sell |
22,026
-811
| -4% | -$26.8K | 0.4% | 55 |
|
|
2022
Q1 | $793K | Buy |
22,837
+7,263
| +47% | +$252K | 0.4% | 54 |
|
|
2021
Q4 | $656K | Buy |
15,574
+453
| +3% | +$19.1K | 0.27% | 63 |
|
|
2021
Q3 | $624K | Buy |
15,121
+2,440
| +19% | +$101K | 0.31% | 59 |
|
|
2021
Q2 | $523K | Buy |
12,681
+648
| +5% | +$26.7K | 0.27% | 65 |
|
|
2021
Q1 | $469K | Sell |
12,033
-2,800
| -19% | -$109K | 0.25% | 70 |
|
|
2020
Q4 | $669K | Buy |
+14,833
| New | +$669K | 0.36% | 59 |
|