PIA
Perennial Investment Advisors’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 | – | Sell |
-23,918
| Closed | -$652K | – | 472 |
|
|
2025
Q1 | $652K | Sell |
23,918
-101,628
| -81% | -$2.77M | 0.07% | 208 |
|
|
2024
Q4 | $3.29M | Sell |
125,546
-8,515
| -6% | -$223K | 0.39% | 54 |
|
|
2024
Q3 | $3.9M | Sell |
134,061
-7,377
| -5% | -$214K | 0.5% | 43 |
|
|
2024
Q2 | $3.85M | Sell |
141,438
-12,749
| -8% | -$347K | 0.55% | 36 |
|
|
2024
Q1 | $4.31M | Buy |
154,187
+4,978
| +3% | +$139K | 0.65% | 36 |
|
|
2023
Q4 | $4.33M | Buy |
149,209
+49,578
| +50% | +$1.44M | 0.72% | 35 |
|
|
2023
Q3 | $2.61M | Buy |
99,631
+55,400
| +125% | +$1.45M | 0.47% | 51 |
|
|
2023
Q2 | $1.32M | Buy |
44,231
+446
| +1% | +$13.3K | 0.23% | 88 |
|
|
2023
Q1 | $1.35M | Buy |
+43,785
| New | +$1.35M | 0.25% | 83 |
|