Napa Wealth Management’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 | $218K | Sell |
8,218
-8,293
| -50% | -$220K | 0.1% | 124 |
|
|
2025
Q1 | $450K | Sell |
16,511
-8,801
| -35% | -$240K | 0.25% | 125 |
|
|
2024
Q4 | $663K | Sell |
25,312
-41,659
| -62% | -$1.09M | 0.29% | 98 |
|
|
2024
Q3 | $1.95M | Buy |
66,971
+20,569
| +44% | +$598K | 0.92% | 26 |
|
|
2024
Q2 | $1.26M | Buy |
46,402
+36,238
| +357% | +$986K | 0.85% | 25 |
|
|
2024
Q1 | $284K | Sell |
10,164
-42,008
| -81% | -$1.17M | 0.15% | 53 |
|
|
2023
Q4 | $1.51M | Buy |
+52,172
| New | +$1.51M | 0.82% | 31 |
|