LifePlan Investment 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
$329K Sell
12,360
-12,214
-50% -$325K 0.16% 87
2025
Q1
$670K Buy
24,574
+9,271
+61% +$253K 0.39% 60
2024
Q4
$401K Buy
15,303
+4,150
+37% +$109K 0.25% 71
2024
Q3
$324K Buy
11,153
+3,081
+38% +$89.6K 0.21% 72
2024
Q2
$220K Buy
+8,072
New +$220K 0.16% 81