IA
IFP Advisors’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Buy |
20,022
+13,236
| +195% | +$352K | 0.02% | 808 |
|
|
2025
Q1 | $185K | Sell |
6,786
-18,483
| -73% | -$504K | 0.01% | 1212 |
|
|
2024
Q4 | $662K | Buy |
25,269
+17,411
| +222% | +$456K | 0.02% | 641 |
|
|
2024
Q3 | $228K | Sell |
7,858
-43,053
| -85% | -$1.25M | 0.01% | 1026 |
|
|
2024
Q2 | $1.39M | Buy |
50,911
+8,679
| +21% | +$236K | 0.06% | 358 |
|
|
2024
Q1 | $1.18M | Buy |
42,232
+3,307
| +8% | +$92.4K | 0.05% | 375 |
|
|
2023
Q4 | $1.13M | Sell |
38,925
-26,153
| -40% | -$759K | 0.05% | 361 |
|
|
2023
Q3 | $1.7M | Sell |
65,078
-14,226
| -18% | -$372K | 0.08% | 276 |
|
|
2023
Q2 | $2.37M | Buy |
79,304
+64,545
| +437% | +$1.93M | 0.1% | 220 |
|
|
2023
Q1 | $511K | Sell |
14,759
-20,458
| -58% | -$708K | 0.02% | 602 |
|
|
2022
Q4 | $1.22M | Buy |
35,217
+3,718
| +12% | +$129K | 0.03% | 545 |
|
|
2022
Q3 | $1.1M | Sell |
31,499
-11,924
| -27% | -$415K | 0.03% | 611 |
|
|
2022
Q2 | $1.5M | Hold |
43,423
| – | – | 0.05% | 445 |
|
|
2022
Q1 | $1.5M | Sell |
43,423
-164,246
| -79% | -$5.67M | 0.05% | 445 |
|
|
2021
Q4 | $8.76M | Buy |
207,669
+180,405
| +662% | +$7.61M | 0.17% | 69 |
|
|
2021
Q3 | $1.13M | Buy |
27,264
+22,675
| +494% | +$938K | 0.02% | 357 |
|
|
2021
Q2 | $192K | Sell |
4,589
-193
| -4% | -$8.08K | ﹤0.01% | 927 |
|
|
2021
Q1 | $187K | Sell |
4,782
-8,547
| -64% | -$334K | ﹤0.01% | 868 |
|
|
2020
Q4 | $599K | Sell |
13,329
-57,426
| -81% | -$2.58M | 0.02% | 456 |
|
|
2020
Q3 | $3.31M | Buy |
70,755
+31,872
| +82% | +$1.49M | 0.2% | 100 |
|
|
2020
Q2 | $1.84M | Sell |
38,883
-9,614
| -20% | -$454K | 0.15% | 151 |
|
|
2020
Q1 | $2.27M | Sell |
48,497
-62,422
| -56% | -$2.92M | 0.23% | 102 |
|
|
2019
Q4 | $4.37M | Sell |
110,919
-39,818
| -26% | -$1.57M | 0.33% | 66 |
|
|
2019
Q3 | $6.18M | Buy |
+150,737
| New | +$6.18M | 0.41% | 55 |
|
|
2019
Q1 | $55K | Sell |
1,472
-4,620
| -76% | -$173K | 0.01% | 929 |
|
|
2018
Q4 | $212K | Buy |
6,092
+1,027
| +20% | +$35.7K | 0.01% | 838 |
|
|
2018
Q3 | $171K | Buy |
5,065
+2,937
| +138% | +$99.2K | 0.01% | 1159 |
|
|
2018
Q2 | $75K | Buy |
2,128
+1,282
| +152% | +$45.2K | ﹤0.01% | 1648 |
|
|
2018
Q1 | $31K | Hold |
846
| – | – | ﹤0.01% | 2110 |
|
|
2017
Q4 | $31K | Buy |
846
+766
| +958% | +$28.1K | ﹤0.01% | 2105 |
|
|
2017
Q3 | $6K | Hold |
80
| – | – | ﹤0.01% | 3285 |
|
|
2017
Q2 | $6K | Sell |
80
-46
| -37% | -$3.45K | ﹤0.01% | 3286 |
|
|
2017
Q1 | $9K | Buy |
126
+110
| +688% | +$7.86K | ﹤0.01% | 2963 |
|
|
2016
Q4 | $1K | Sell |
16
-1,307
| -99% | -$81.7K | ﹤0.01% | 3805 |
|
|
2016
Q3 | $105K | Buy |
1,323
+1,116
| +539% | +$88.6K | 0.01% | 1329 |
|
|
2016
Q2 | $17K | Sell |
207
-1,265
| -86% | -$104K | ﹤0.01% | 2447 |
|
|
2016
Q1 | $55K | Buy |
+1,472
| New | +$55K | 0.01% | 929 |
|