GeoWealth 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 | $272K | Sell |
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|
2025
Q2 | $481K | Buy |
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|
2025
Q1 | $354K | Buy |
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|
2024
Q4 | $295K | Sell |
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|
2024
Q3 | $1.26M | Buy |
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|
2024
Q2 | $777K | Buy |
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|
2024
Q1 | $378K | Sell |
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|
2023
Q4 | $1.45M | Buy |
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|
2023
Q3 | $1.22M | Sell |
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|
2023
Q2 | $1.46M | Sell |
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|
2023
Q1 | $1.67M | Sell |
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|
2022
Q4 | $1.68M | Sell |
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|
2022
Q3 | $1.88M | Buy |
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|
2022
Q2 | $1.64M | Buy |
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|
2022
Q1 | $1.51M | Buy |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $742K | Sell |
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|
2021
Q2 | $942K | Buy |
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|
2021
Q1 | $51K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $3.21M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.01M | Buy |
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