Lifeworks 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 | $209K | Sell |
7,875
-151
| -2% | -$4.01K | 0.03% | 303 |
|
|
2025
Q1 | $219K | Sell |
8,026
-6,978
| -47% | -$190K | 0.04% | 285 |
|
|
2024
Q4 | $393K | Buy |
15,004
+331
| +2% | +$8.67K | 0.07% | 198 |
|
|
2024
Q3 | $427K | Buy |
+14,673
| New | +$427K | 0.08% | 184 |
|
|
2023
Q3 | – | Sell |
-10,313
| Closed | -$308K | – | 191 |
|
|
2023
Q2 | $308K | Sell |
10,313
-41,690
| -80% | -$1.25M | 0.13% | 124 |
|
|
2023
Q1 | $1.61M | Sell |
52,003
-4,109
| -7% | -$127K | 0.76% | 43 |
|
|
2022
Q4 | $1.63M | Buy |
56,112
+4,704
| +9% | +$137K | 0.92% | 36 |
|
|
2022
Q3 | $1.44M | Buy |
51,408
+35,397
| +221% | +$991K | 0.82% | 43 |
|
|
2022
Q2 | $529K | Buy |
16,011
+6,965
| +77% | +$230K | 0.34% | 87 |
|
|
2022
Q1 | $342K | Buy |
9,046
+1,019
| +13% | +$38.5K | 0.23% | 92 |
|
|
2021
Q4 | $338K | Buy |
+8,027
| New | +$338K | 0.27% | 94 |
|