Kingswood Wealth Advisors’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 Q1	–	Sell	-7,820	Closed	-$205K	–	814
2024 Q4	$205K	Sell	7,820 -1,785	-19%	-$46.8K	0.02%	726
2024 Q3	$279K	Sell	9,605 -5,313	-36%	-$154K	0.02%	593
2024 Q2	$406K	Buy	+14,918	New	+$406K	0.04%	437