Keystone Financial Group (Kentucky)’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 | $6.71M | Buy |
252,476
+69,159
| +38% | +$1.84M | 0.61% | 33 |
|
|
2025
Q1 | $5M | Buy |
183,317
+39,332
| +27% | +$1.07M | 0.51% | 39 |
|
|
2024
Q4 | $3.77M | Buy |
143,985
+13,790
| +11% | +$361K | 0.37% | 59 |
|
|
2024
Q3 | $3.78M | Buy |
+130,195
| New | +$3.78M | 0.48% | 41 |
|
|
2024
Q2 | – | Sell |
-127,030
| Closed | -$3.55M | – | 293 |
|
|
2024
Q1 | $3.55M | Buy |
127,030
+13,205
| +12% | +$369K | 0.52% | 39 |
|
|
2023
Q4 | $3.3M | Buy |
113,825
+6,382
| +6% | +$185K | 0.57% | 38 |
|
|
2023
Q3 | $2.81M | Buy |
107,443
+88,468
| +466% | +$2.31M | 0.47% | 47 |
|
|
2023
Q2 | $567K | Buy |
+18,975
| New | +$567K | 0.1% | 140 |
|