Key Financial Inc’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	$40.5K	Hold	1,540	–	–	0.01%	571
2025 Q4	$40.8K	Buy	1,540 +120	+8%	+$3.24K	0.01%	569
2025 Q3	$38.2K	Hold	1,420	–	–	0.01%	575
2025 Q2	$37.7K	Hold	1,420	–	–	0.01%	555
2025 Q1	$38.7K	Hold	1,420	–	–	0.01%	523
2024 Q4	$37.2K	Hold	1,420	–	–	0.01%	528
2024 Q3	$41.3K	Hold	1,420	–	–	0.01%	509
2024 Q2	$38.7K	Hold	1,420	–	–	0.01%	509
2024 Q1	$39.7K	Buy	1,420 +175	+14%	+$4.88K	0.01%	477
2023 Q4	$36.1K	Buy	1,245 +1,165	+1,456%	+$31K	0.01%	479
2023 Q3	$2.09K	Hold	80	–	–	﹤0.01%	1108
2023 Q2	$2.39K	Hold	80	–	–	﹤0.01%	1142
2023 Q1	$2.47K	Hold	80	–	–	﹤0.01%	927
2022 Q4	$2.37K	Hold	80	–	–	﹤0.01%	929
2022 Q3	$2K	Buy	+80	New	+$2.6K	﹤0.01%	975