Perigon Wealth Management’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
Q3 | $16.1M | Buy |
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|
2025
Q2 | $12.4M | Buy |
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|
2025
Q1 | $10M | Buy |
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|
2024
Q4 | $5.22M | Buy |
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|
2024
Q3 | $5.37M | Buy |
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|
2024
Q2 | $4.46M | Sell |
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|
2024
Q1 | $4.67M | Buy |
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|
2023
Q4 | $4.32M | Buy |
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|
2023
Q3 | $3.55M | Buy |
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|
2023
Q2 | $3.13M | Buy |
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|
2023
Q1 | $379K | Buy |
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|
2022
Q4 | $209K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $38K | Buy |
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