Journey Strategic Wealth’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
2026 Q1	$6.7M	Buy	254,588 +9,935	+4%	+$265K	0.17%	43
2025 Q4	$6.48M	Buy	244,653 +1,731	+0.7%	+$46.7K	0.17%	44
2025 Q3	$6.55M	Sell	242,922 -11,004	-4%	-$291K	0.18%	41
2025 Q2	$6.75M	Buy	253,926 +17,628	+7%	+$463K	0.22%	38
2025 Q1	$6.44M	Buy	236,298 +47,575	+25%	+$1.27M	0.22%	38
2024 Q4	$4.94M	Sell	188,723 -5,119	-3%	-$140K	0.18%	37
2024 Q3	$5.63M	Buy	193,842 +5,847	+3%	+$167K	0.21%	30
2024 Q2	$5.12M	Buy	187,995 +31,252	+20%	+$844K	0.22%	24
2024 Q1	$4.38M	Buy	156,743 +2,581	+2%	+$72K	0.19%	26
2023 Q4	$4.47M	Buy	154,162 +19,724	+15%	+$525K	0.21%	20
2023 Q3	$3.52M	Buy	134,438 +28,673	+27%	+$807K	0.17%	25
2023 Q2	$3.16M	Buy	105,765 +29,178	+38%	+$881K	0.14%	27
2023 Q1	$2.37M	Buy	76,587 +22,617	+42%	+$687K	0.25%	29
2022 Q4	$1.57M	Sell	53,970 -803	-1%	-$23.5K	0.18%	39
2022 Q3	$1.62M	Buy	54,773 +11,451	+26%	+$372K	0.22%	27
2022 Q2	$1.43M	Buy	+43,322	New	+$1.47M	0.19%	29