Regal Investment 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 |
-10,468
| Closed | -$285K | – | 503 |
|
|
2025
Q1 | $285K | Sell |
10,468
-2,080
| -17% | -$56.7K | 0.02% | 411 |
|
|
2024
Q4 | $329K | Buy |
12,548
+151
| +1% | +$3.96K | 0.02% | 392 |
|
|
2024
Q3 | $360K | Buy |
12,397
+1,062
| +9% | +$30.9K | 0.03% | 407 |
|
|
2024
Q2 | $309K | Buy |
11,335
+113
| +1% | +$3.08K | 0.02% | 451 |
|
|
2024
Q1 | $314K | Buy |
11,222
+3,961
| +55% | +$111K | 0.02% | 452 |
|
|
2023
Q4 | $211K | Buy |
+7,261
| New | +$211K | 0.02% | 499 |
|
|
2022
Q4 | – | Sell |
-42,281
| Closed | -$1.25M | – | 508 |
|
|
2022
Q3 | $1.25M | Buy |
+42,281
| New | +$1.25M | 0.13% | 152 |
|