Global Retirement Partners’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
Q4 | $770K | Buy |
29,095
+3,329
| +13% | +$89.8K | 0.01% | 743 |
|
|
2025
Q3 | $694K | Sell |
25,766
-7,986
| -24% | -$211K | 0.02% | 645 |
|
|
2025
Q2 | $897K | Buy |
+33,752
| New | +$886K | 0.02% | 535 |
|
|
2024
Q4 | $587K | Sell |
22,399
-736
| -3% | -$20.2K | 0.02% | 581 |
|
|
2024
Q3 | $673K | Sell |
23,135
-3,936
| -15% | -$112K | 0.02% | 548 |
|
|
2024
Q2 | $737K | Sell |
27,071
-28,252
| -51% | -$763K | 0.02% | 503 |
|
|
2024
Q1 | $1.55M | Buy |
55,323
+13,847
| +33% | +$386K | 0.06% | 281 |
|
|
2023
Q4 | $1.16M | Sell |
41,476
-27,918
| -40% | -$743K | 0.05% | 314 |
|
|
2023
Q3 | $1.77M | Buy |
69,394
+50,593
| +269% | +$1.42M | 0.09% | 206 |
|
|
2023
Q2 | $562K | Buy |
18,801
+9,531
| +103% | +$288K | 0.03% | 421 |
|
|
2023
Q1 | $287K | Buy |
9,270
+2,303
| +33% | +$70K | 0.02% | 556 |
|
|
2022
Q4 | $202K | Buy |
6,967
+329
| +5% | +$9.63K | 0.01% | 590 |
|
|
2022
Q3 | $186K | Sell |
6,638
-21,063
| -76% | -$684K | 0.01% | 585 |
|
|
2022
Q2 | $916K | Sell |
27,701
-235
| -0.8% | -$7.96K | 0.07% | 257 |
|
|
2022
Q1 | $956K | Buy |
+27,936
| New | +$1.1M | 0.08% | 248 |
|
|
2021
Q4 | – | Sell |
-3,154
| Closed | -$130K | – | 1584 |
|
|
2021
Q3 | $130K | Sell |
3,154
-479
| -13% | -$20.3K | 0.01% | 575 |
|
|
2021
Q2 | $150K | Sell |
3,633
-628
| -15% | -$25.1K | 0.02% | 528 |
|
|
2021
Q1 | $166K | Sell |
4,261
-1,022
| -19% | -$42.5K | 0.02% | 448 |
|
|
2020
Q4 | $238K | Buy |
5,283
+2,533
| +92% | +$115K | 0.03% | 368 |
|
|
2020
Q3 | $129K | Sell |
2,750
-2,856
| -51% | -$135K | 0.02% | 438 |
|
|
2020
Q2 | $263K | Sell |
5,606
-3,662
| -40% | -$173K | 0.04% | 313 |
|
|
2020
Q1 | $438K | Buy |
9,268
+8,381
| +945% | +$358K | 0.08% | 211 |
|
|
2019
Q4 | $34K | Sell |
887
-173
| -16% | -$6.91K | 0.01% | 759 |
|
|
2019
Q3 | $43K | Buy |
+1,060
| New | +$42.3K | 0.01% | 660 |
|
Other funds holding SPTL
MERSOM
NSLI
MG