OneDigital Investment Advisors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

OneDigital Investment Advisors’s Portfolio SPTL Stock Details SPTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.56M	Sell	97,517 -251,790	-72%	-$6.71M	0.03%	417
2025 Q4	$9.25M	Sell	349,307 -36,035	-9%	-$972K	0.09%	185
2025 Q3	$10.4M	Sell	385,342 -57,831	-13%	-$1.53M	0.11%	165
2025 Q2	$11.8M	Sell	443,173 -130,740	-23%	-$3.43M	0.13%	141
2025 Q1	$15.6M	Sell	573,913 -1,780,851	-76%	-$47.5M	0.19%	108
2024 Q4	$61.7M	Buy	2,354,764 +113,609	+5%	+$3.11M	0.72%	30
2024 Q3	$65.2M	Buy	2,241,155 +1,193	+0.1%	+$34K	0.74%	29
2024 Q2	$61M	Buy	2,239,962 +637,384	+40%	+$17.2M	0.76%	30
2024 Q1	$44.8M	Sell	1,602,578 -143,595	-8%	-$4.01M	0.7%	33
2023 Q4	$50.7M	Buy	1,746,173 +493,701	+39%	+$13.1M	0.89%	24
2023 Q3	$32.8M	Buy	1,252,472 +522,707	+72%	+$14.7M	0.71%	33
2023 Q2	$21.8M	Sell	729,765 -25,100	-3%	-$758K	0.48%	47
2023 Q1	$23.3M	Buy	754,865 +252,706	+50%	+$7.68M	0.55%	45
2022 Q4	$14.6M	Buy	+502,159	New	+$14.7M	0.42%	51
2021 Q4	–	Sell	-131,649	Closed	-$5.44M	–	831
2021 Q3	$5.44M	Buy	131,649 +740	+0.6%	+$31.4K	0.22%	67
2021 Q2	$5.41M	Buy	130,909 +17,616	+16%	+$705K	0.22%	67
2021 Q1	$4.42M	Buy	113,293 +23,514	+26%	+$978K	0.21%	72
2020 Q4	$4.05M	Buy	89,779 +12,634	+16%	+$574K	0.21%	69
2020 Q3	$3.61M	Sell	77,145 -277	-0.4%	-$13.1K	0.25%	76
2020 Q2	$3.63M	Buy	77,422 +11,811	+18%	+$556K	0.26%	79
2020 Q1	$3.1M	Buy	65,611 +59,066	+902%	+$2.53M	0.28%	78
2019 Q4	$254K	Buy	+6,545	New	+$262K	0.02%	460
2019 Q3	–	Sell	-450	Closed	-$17K	–	1072
2019 Q2	$17K	Sell	450 -2,222	-83%	-$81.2K	﹤0.01%	846
2019 Q1	$97K	Buy	2,672 +309	+13%	+$10.8K	0.01%	376
2018 Q4	$83K	Buy	+2,363	New	+$78.9K	0.01%	370
2018 Q3	–	Sell	-291	Closed	-$10K	–	1209
2018 Q2	$10K	Buy	291 +141	+94%	+$4.86K	﹤0.01%	1049
2018 Q1	$5K	Buy	+150	New	+$5.22K	﹤0.01%	1157