Plan Group Financial’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
2026 Q1	$2.92M	Buy	110,947 +33,489	+43%	+$892K	0.68%	48
2025 Q4	$2.05M	Buy	77,458 +4,152	+6%	+$112K	0.53%	59
2025 Q3	$1.98M	Buy	73,306 +7,017	+11%	+$185K	0.53%	68
2025 Q2	$1.76M	Buy	66,289 +1,203	+2%	+$31.6K	0.58%	57
2025 Q1	$1.77M	Buy	65,086 +9,814	+18%	+$262K	0.63%	38
2024 Q4	$1.45M	Sell	55,272 -132	-0.2%	-$3.62K	0.76%	26
2024 Q3	$1.61M	Buy	55,404 +7,964	+17%	+$227K	0.85%	23
2024 Q2	$1.29M	Buy	47,440 +39	+0.1%	+$1.05K	0.79%	23
2024 Q1	$1.32M	Buy	47,401 +18,198	+62%	+$508K	0.87%	28
2023 Q4	$847K	Sell	29,203 -13,356	-31%	-$356K	0.74%	29
2023 Q3	$1.11M	Buy	42,559 +33,883	+391%	+$953K	0.8%	25
2023 Q2	$259K	Buy	+8,676	New	+$262K	0.22%	56
2022 Q2	$5.04M	Buy	+152,262	New	+$5.16M	8.66%	2