Private Wealth Advisors (California)’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 | $538K | Hold |
20,249
| – | – | 0.2% | 62 |
|
|
2025
Q1 | $552K | Sell |
20,249
-73
| -0.4% | -$1.99K | 0.2% | 60 |
|
|
2024
Q4 | $532K | Buy |
+20,322
| New | +$532K | 0.21% | 56 |
|
|
2024
Q3 | – | Sell |
-146,238
| Closed | -$3.9M | – | 81 |
|
|
2024
Q2 | $3.9M | Buy |
146,238
+24,037
| +20% | +$642K | 1.5% | 21 |
|
|
2024
Q1 | $3.41M | Buy |
122,201
+11,261
| +10% | +$315K | 1.39% | 26 |
|
|
2023
Q4 | $3.22M | Buy |
+110,940
| New | +$3.22M | 1.26% | 25 |
|