O'Brien Wealth Partners’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
2025 Q4	$24.6M	Sell	928,154 -15,665	-2%	-$423K	3.25%	11
2025 Q3	$25.4M	Buy	943,819 +25,873	+3%	+$683K	3.45%	11
2025 Q2	$24.4M	Sell	917,946 -9,789	-1%	-$257K	3.83%	10
2025 Q1	$25.3M	Buy	927,735 +10,604	+1%	+$283K	4.71%	8
2024 Q4	$24M	Buy	917,131 +128,801	+16%	+$3.53M	4.33%	8
2024 Q3	$22.9M	Buy	788,330 +22,886	+3%	+$653K	4.49%	8
2024 Q2	$20.8M	Buy	765,444 +48,238	+7%	+$1.3M	4.68%	7
2024 Q1	$20M	Buy	717,206 +85,279	+13%	+$2.38M	4.63%	6
2023 Q4	$18.3M	Sell	631,927 -261,331	-29%	-$6.96M	4.79%	6
2023 Q3	$23.4M	Buy	893,258 +363,763	+69%	+$10.2M	6.7%	6
2023 Q2	$15.8M	Buy	529,495 +24,985	+5%	+$755K	4.66%	6
2023 Q1	$15.6M	Buy	504,510 +34,674	+7%	+$1.05M	4.91%	6
2022 Q4	$13.6M	Buy	469,836 +21,306	+5%	+$624K	5.42%	5
2022 Q3	$13.3M	Buy	448,530 +26,029	+6%	+$845K	5.59%	4
2022 Q2	$14M	Buy	422,501 +11,132	+3%	+$377K	5.84%	4
2022 Q1	$13.6M	Buy	411,369 +9,271	+2%	+$365K	5.39%	4
2021 Q4	$15.9M	Buy	402,098 +19,086	+5%	+$801K	5.5%	4
2021 Q3	$15.7M	Buy	383,012 +42,978	+13%	+$1.82M	5.5%	5
2021 Q2	$14.3M	Buy	340,034 +266,572	+363%	+$10.7M	4.71%	7
2021 Q1	$2.91M	Buy	+73,462	New	+$3.05M	0.96%	10