Plante Moran Financial Advisors’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9
| Closed | -$245 | – | 859 |
|
|
2025
Q1 | $245 | Sell |
9
-920
| -99% | -$25K | ﹤0.01% | 769 |
|
|
2024
Q4 | $24.3K | Buy |
929
+892
| +2,411% | +$23.4K | ﹤0.01% | 458 |
|
|
2024
Q3 | $1.08K | Buy |
+37
| New | +$1.08K | ﹤0.01% | 777 |
|
|
2023
Q4 | – | Sell |
-5
| Closed | -$131 | – | 905 |
|
|
2023
Q3 | $131 | Buy |
+5
| New | +$131 | ﹤0.01% | 738 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 893 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 932 |
|
|
2020
Q1 | – | Sell |
-648
| Closed | -$25K | – | 842 |
|
|
2019
Q4 | $25K | Buy |
+648
| New | +$25K | 0.01% | 429 |
|