JSA
Jacobson & Schmitt 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 | $3.64M | Sell |
136,904
-986
| -0.7% | -$26.2K | 0.64% | 37 |
|
|
2025
Q1 | $3.76M | Buy |
137,890
+18,702
| +16% | +$510K | 0.77% | 39 |
|
|
2024
Q4 | $3.12M | Buy |
119,188
+23,318
| +24% | +$611K | 0.6% | 40 |
|
|
2024
Q3 | $2.79M | Buy |
95,870
+33,098
| +53% | +$962K | 0.57% | 37 |
|
|
2024
Q2 | $1.71M | Buy |
+62,772
| New | +$1.71M | 0.39% | 39 |
|