Portside Wealth Group’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	$4.86M	Buy	184,773 +10,198	+6%	+$272K	0.66%	30
2025 Q4	$4.62M	Buy	174,575 +13,283	+8%	+$358K	0.63%	35
2025 Q3	$4.35M	Buy	161,292 +53,370	+49%	+$1.41M	0.6%	33
2025 Q2	$2.87M	Buy	107,922 +3,004	+3%	+$78.8K	0.42%	58
2025 Q1	$2.86M	Buy	104,918 +3,994	+4%	+$106K	0.47%	60
2024 Q4	$2.64M	Sell	100,924 -32,753	-25%	-$897K	0.44%	57
2024 Q3	$3.89M	Buy	133,677 +13,056	+11%	+$372K	0.66%	39
2024 Q2	$3.28M	Buy	120,621 +41,663	+53%	+$1.12M	0.63%	40
2024 Q1	$2.21M	Sell	78,958 -5,315	-6%	-$148K	0.41%	70
2023 Q4	$2.45M	Buy	84,273 +8,697	+12%	+$232K	0.46%	62
2023 Q3	$1.97M	Buy	75,576 +1,746	+2%	+$49.1K	0.37%	72
2023 Q2	$2.21M	Buy	+73,830	New	+$2.23M	0.41%	62