Gladstone Institutional Advisory’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 | $648K | Sell |
24,386
-45,008
| -65% | -$1.2M | 0.03% | 432 |
|
2025
Q1 | $1.89M | Sell |
69,394
-74,301
| -52% | -$2.03M | 0.09% | 236 |
|
2024
Q4 | $3.76M | Sell |
143,695
-1,571
| -1% | -$41.1K | 0.17% | 134 |
|
2024
Q3 | $4.22M | Sell |
145,266
-25,223
| -15% | -$733K | 0.21% | 119 |
|
2024
Q2 | $4.64M | Sell |
170,489
-564
| -0.3% | -$15.4K | 0.24% | 112 |
|
2024
Q1 | $4.78M | Sell |
171,053
-8,415
| -5% | -$235K | 0.26% | 102 |
|
2023
Q4 | $5.21M | Buy |
179,468
+12,906
| +8% | +$375K | 0.29% | 87 |
|
2023
Q3 | $4.36M | Buy |
166,562
+1,376
| +0.8% | +$36K | 0.28% | 93 |
|
2023
Q2 | $4.94M | Buy |
165,186
+12,532
| +8% | +$375K | 0.3% | 86 |
|
2023
Q1 | $4.71M | Buy |
152,654
+132,821
| +670% | +$4.1M | 0.31% | 88 |
|
2022
Q4 | $576K | Sell |
19,833
-12,663
| -39% | -$368K | 0.04% | 369 |
|
2022
Q3 | $963K | Buy |
32,496
+12,092
| +59% | +$358K | 0.08% | 273 |
|
2022
Q2 | $675K | Buy |
20,404
+4,592
| +29% | +$152K | 0.05% | 346 |
|
2022
Q1 | $598K | Buy |
+15,812
| New | +$598K | 0.04% | 389 |
|
2020
Q2 | – | Sell |
-15,165
| Closed | -$716K | – | 295 |
|
2020
Q1 | $716K | Buy |
+15,165
| New | +$716K | 0.18% | 114 |
|