Journey Strategic Wealth’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 | $6.75M | Buy |
253,926
+17,628
| +7% | +$469K | 0.22% | 38 |
|
|
2025
Q1 | $6.44M | Buy |
236,298
+47,575
| +25% | +$1.3M | 0.22% | 38 |
|
|
2024
Q4 | $4.94M | Sell |
188,723
-5,119
| -3% | -$134K | 0.18% | 37 |
|
|
2024
Q3 | $5.63M | Buy |
193,842
+5,847
| +3% | +$170K | 0.21% | 30 |
|
|
2024
Q2 | $5.12M | Buy |
187,995
+31,252
| +20% | +$851K | 0.22% | 24 |
|
|
2024
Q1 | $4.38M | Buy |
156,743
+2,581
| +2% | +$72.1K | 0.19% | 26 |
|
|
2023
Q4 | $4.47M | Buy |
154,162
+19,724
| +15% | +$572K | 0.21% | 20 |
|
|
2023
Q3 | $3.52M | Buy |
134,438
+28,673
| +27% | +$750K | 0.17% | 25 |
|
|
2023
Q2 | $3.16M | Buy |
105,765
+29,178
| +38% | +$872K | 0.14% | 27 |
|
|
2023
Q1 | $2.37M | Buy |
76,587
+22,617
| +42% | +$698K | 0.25% | 29 |
|
|
2022
Q4 | $1.57M | Sell |
53,970
-803
| -1% | -$23.3K | 0.18% | 39 |
|
|
2022
Q3 | $1.62M | Buy |
54,773
+11,451
| +26% | +$339K | 0.22% | 27 |
|
|
2022
Q2 | $1.43M | Buy |
+43,322
| New | +$1.43M | 0.19% | 29 |
|