Lifeworks Advisors’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	$228K	Buy	8,679 +728	+9%	+$19.4K	0.03%	280
2025 Q4	$210K	Buy	7,951 +82	+1%	+$2.21K	0.03%	316
2025 Q3	$212K	Sell	7,869 -6	-0.1%	-$158	0.03%	317
2025 Q2	$209K	Sell	7,875 -151	-2%	-$3.96K	0.03%	303
2025 Q1	$219K	Sell	8,026 -6,978	-47%	-$186K	0.04%	286
2024 Q4	$393K	Buy	15,004 +331	+2%	+$9.07K	0.07%	198
2024 Q3	$427K	Buy	+14,673	New	+$419K	0.08%	184
2023 Q3	–	Sell	-10,313	Closed	-$308K	–	192
2023 Q2	$308K	Sell	10,313 -41,690	-80%	-$1.26M	0.13%	124
2023 Q1	$1.61M	Sell	52,003 -4,109	-7%	-$125K	0.76%	43
2022 Q4	$1.63M	Buy	56,112 +4,704	+9%	+$138K	0.92%	36
2022 Q3	$1.44M	Buy	51,408 +35,397	+221%	+$1.15M	0.82%	43
2022 Q2	$529K	Buy	16,011 +6,965	+77%	+$236K	0.34%	87
2022 Q1	$342K	Buy	9,046 +1,019	+13%	+$40.1K	0.23%	93
2021 Q4	$338K	Buy	+8,027	New	+$337K	0.27%	94