Geneos Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18.6K | Sell |
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|
2025
Q2 | $29.4K | Sell |
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|
2025
Q1 | $216K | Sell |
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|
2024
Q4 | $239K | Sell |
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|
2024
Q3 | $373K | Buy |
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|
2024
Q2 | $326K | Sell |
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|
2024
Q1 | $364K | Sell |
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|
2023
Q4 | $446K | Buy |
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|
2023
Q3 | $282K | Buy |
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|
2023
Q2 | $312K | Sell |
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|
2023
Q1 | $354K | Buy |
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|
2022
Q4 | $38.3K | Buy |
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|
2022
Q3 | $38K | Hold |
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|
2022
Q2 | $43K | Hold |
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|
2022
Q1 | $49K | Sell |
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|
2021
Q4 | $860K | Sell |
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|
2021
Q3 | $895K | Sell |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $962K | Sell |
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|
2020
Q4 | $1.02M | Sell |
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|
2020
Q3 | $1.75M | Buy |
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|
2020
Q2 | $891K | Buy |
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|
2020
Q1 | $797K | Sell |
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|
2019
Q4 | $783K | Buy |
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|
2019
Q3 | $743K | Sell |
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|
2019
Q2 | $796K | Buy |
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|
2019
Q1 | $567K | Buy |
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|
2018
Q4 | $450K | Buy |
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|
2018
Q3 | $360K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $13K | Sell |
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|
2016
Q4 | $15K | Sell |
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|
2016
Q3 | $34K | Buy |
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|
2016
Q2 | $14K | Buy |
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