LGT Financial 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
Q2 | $15K | Hold |
565
| – | – | 0.04% | 179 |
|
|
2025
Q1 | $15.4K | Hold |
565
| – | – | 0.05% | 164 |
|
|
2024
Q4 | $14.8K | Sell |
565
-1,095
| -66% | -$28.7K | 0.03% | 373 |
|
|
2024
Q3 | $48.3K | Sell |
1,660
-657
| -28% | -$19.1K | 0.12% | 119 |
|
|
2024
Q2 | $63.1K | Buy |
2,317
+6
| +0.3% | +$163 | 0.13% | 132 |
|
|
2024
Q1 | $64.5K | Sell |
2,311
-601
| -21% | -$16.8K | 0.08% | 204 |
|
|
2023
Q4 | $84.5K | Sell |
2,912
-72
| -2% | -$2.09K | 0.1% | 177 |
|
|
2023
Q3 | $78K | Sell |
2,984
-1,027
| -26% | -$26.9K | 0.1% | 183 |
|
|
2023
Q2 | $120K | Buy |
+4,011
| New | +$120K | 0.13% | 131 |
|
|
2023
Q1 | – | Sell |
-5,616
| Closed | -$163K | – | 180 |
|
|
2022
Q4 | $163K | Buy |
+5,616
| New | +$163K | 0.19% | 106 |
|