GeoWealth 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 | $481K | Buy |
18,100
+5,119
| +39% | +$136K | 0.02% | 412 |
|
|
2025
Q1 | $354K | Buy |
12,981
+1,705
| +15% | +$46.5K | 0.01% | 503 |
|
|
2024
Q4 | $295K | Sell |
11,276
-32,222
| -74% | -$844K | 0.01% | 632 |
|
|
2024
Q3 | $1.26M | Buy |
43,498
+14,940
| +52% | +$434K | 0.04% | 256 |
|
|
2024
Q2 | $777K | Buy |
28,558
+15,042
| +111% | +$409K | 0.03% | 324 |
|
|
2024
Q1 | $378K | Sell |
13,516
-36,558
| -73% | -$1.02M | 0.01% | 509 |
|
|
2023
Q4 | $1.45M | Buy |
50,074
+3,444
| +7% | +$99.9K | 0.12% | 165 |
|
|
2023
Q3 | $1.22M | Sell |
46,630
-2,195
| -4% | -$57.4K | 0.14% | 128 |
|
|
2023
Q2 | $1.46M | Sell |
48,825
-5,267
| -10% | -$157K | 0.16% | 100 |
|
|
2023
Q1 | $1.67M | Sell |
54,092
-3,568
| -6% | -$110K | 0.2% | 73 |
|
|
2022
Q4 | $1.68M | Sell |
57,660
-5,877
| -9% | -$171K | 0.18% | 87 |
|
|
2022
Q3 | $1.88M | Buy |
63,537
+14,058
| +28% | +$417K | 0.21% | 87 |
|
|
2022
Q2 | $1.64M | Buy |
49,479
+9,505
| +24% | +$314K | 0.22% | 86 |
|
|
2022
Q1 | $1.52M | Buy |
39,974
+10,205
| +34% | +$387K | 0.13% | 117 |
|
|
2021
Q4 | $1.26M | Buy |
29,769
+11,752
| +65% | +$495K | 0.1% | 134 |
|
|
2021
Q3 | $742K | Sell |
18,017
-4,813
| -21% | -$198K | 0.06% | 183 |
|
|
2021
Q2 | $942K | Buy |
22,830
+21,473
| +1,582% | +$886K | 0.12% | 105 |
|
|
2021
Q1 | $51K | Buy |
+1,357
| New | +$51K | 0.01% | 192 |
|
|
2020
Q3 | – | Sell |
-68,323
| Closed | -$3.21M | – | 185 |
|
|
2020
Q2 | $3.21M | Buy |
+68,323
| New | +$3.21M | 1.32% | 26 |
|
|
2019
Q4 | – | Sell |
-24,759
| Closed | -$1.02M | – | 201 |
|
|
2019
Q3 | $1.02M | Buy |
+24,759
| New | +$1.02M | 0.23% | 67 |
|