Keystone Financial Group (Kentucky)’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	$8.72M	Buy	331,563 +100,291	+43%	+$2.67M	0.6%	35
2025 Q4	$6.12M	Sell	231,272 -46,718	-17%	-$1.26M	0.45%	44
2025 Q3	$7.49M	Buy	277,990 +25,514	+10%	+$674K	0.57%	34
2025 Q2	$6.71M	Buy	252,476 +69,159	+38%	+$1.82M	0.61%	33
2025 Q1	$5M	Buy	183,317 +39,332	+27%	+$1.05M	0.51%	39
2024 Q4	$3.77M	Buy	143,985 +13,790	+11%	+$378K	0.37%	59
2024 Q3	$3.78M	Buy	+130,195	New	+$3.71M	0.48%	41
2024 Q2	–	Sell	-127,030	Closed	-$3.55M	–	293
2024 Q1	$3.55M	Buy	127,030 +13,205	+12%	+$368K	0.52%	39
2023 Q4	$3.3M	Buy	113,825 +6,382	+6%	+$170K	0.57%	38
2023 Q3	$2.81M	Buy	107,443 +88,468	+466%	+$2.49M	0.47%	47
2023 Q2	$567K	Buy	+18,975	New	+$573K	0.1%	140