OBWP
O'Brien Wealth Partners’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.4M | Sell |
917,946
-9,789
| -1% | -$260K | 3.83% | 10 |
|
|
2025
Q1 | $25.3M | Buy |
927,735
+10,604
| +1% | +$289K | 4.71% | 8 |
|
|
2024
Q4 | $24M | Buy |
917,131
+128,801
| +16% | +$3.37M | 4.33% | 8 |
|
|
2024
Q3 | $22.9M | Buy |
788,330
+22,886
| +3% | +$665K | 4.49% | 8 |
|
|
2024
Q2 | $20.8M | Buy |
765,444
+48,238
| +7% | +$1.31M | 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% | -$7.58M | 4.79% | 6 |
|
|
2023
Q3 | $23.4M | Buy |
893,258
+363,763
| +69% | +$9.51M | 6.7% | 6 |
|
|
2023
Q2 | $15.8M | Buy |
529,495
+24,985
| +5% | +$747K | 4.66% | 6 |
|
|
2023
Q1 | $15.6M | Buy |
504,510
+34,674
| +7% | +$1.07M | 4.91% | 6 |
|
|
2022
Q4 | $13.6M | Buy |
469,836
+21,306
| +5% | +$619K | 5.42% | 5 |
|
|
2022
Q3 | $13.3M | Buy |
448,530
+26,029
| +6% | +$771K | 5.59% | 4 |
|
|
2022
Q2 | $14M | Buy |
422,501
+11,132
| +3% | +$368K | 5.84% | 4 |
|
|
2022
Q1 | $13.6M | Buy |
411,369
+9,271
| +2% | +$306K | 5.39% | 4 |
|
|
2021
Q4 | $15.9M | Buy |
402,098
+19,086
| +5% | +$753K | 5.5% | 4 |
|
|
2021
Q3 | $15.7M | Buy |
383,012
+42,978
| +13% | +$1.77M | 5.5% | 5 |
|
|
2021
Q2 | $14.3M | Buy |
340,034
+266,572
| +363% | +$11.2M | 4.71% | 7 |
|
|
2021
Q1 | $2.91M | Buy |
+73,462
| New | +$2.91M | 0.96% | 10 |
|