L.J. Altfest & Co’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	$1.23M	Sell	46,696 -2,093	-4%	-$55.8K	0.13%	126
2025 Q4	$1.29M	Sell	48,789 -8,927	-15%	-$241K	0.14%	111
2025 Q3	$1.56M	Sell	57,716 -1,448	-2%	-$38.2K	0.17%	94
2025 Q2	$1.57M	Sell	59,164 -145	-0.2%	-$3.81K	0.19%	90
2025 Q1	$1.62M	Sell	59,309 -979	-2%	-$26.1K	0.2%	84
2024 Q4	$1.58M	Sell	60,288 -87,788	-59%	-$2.4M	0.2%	83
2024 Q3	$4.3M	Sell	148,076 -426,115	-74%	-$12.2M	0.57%	36
2024 Q2	$15.6M	Buy	574,191 +521,639	+993%	+$14.1M	2.14%	14
2024 Q1	$1.47M	Sell	52,552 -1,635	-3%	-$45.6K	0.21%	80
2023 Q4	$1.57M	Sell	54,187 -9,356	-15%	-$249K	0.23%	79
2023 Q3	$1.66M	Sell	63,543 -501,611	-89%	-$14.1M	0.26%	63
2023 Q2	$16.9M	Buy	565,154 +509,308	+912%	+$15.4M	2.54%	12
2023 Q1	$1.73M	Sell	55,846 -23,025	-29%	-$699K	0.27%	54
2022 Q4	$2.29M	Sell	78,871 -1,445,119	-95%	-$42.3M	0.38%	52
2022 Q3	$45.2M	Buy	1,523,990 +342,700	+29%	+$11.1M	8.47%	2
2022 Q2	$39.1M	Buy	+1,181,290	New	+$40M	7.02%	2