Richard W. Paul & Associates’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	$76K	Sell	2,889 -1,420	-33%	-$37.8K	0.03%	171
2025 Q4	$114K	Buy	4,309 +4,192	+3,583%	+$113K	0.04%	164
2025 Q3	$3.15K	Sell	117 -3,965	-97%	-$105K	﹤0.01%	265
2025 Q2	$109K	Buy	4,082 +134	+3%	+$3.52K	0.04%	179
2025 Q1	$108K	Buy	3,948 +1,358	+52%	+$36.2K	0.04%	181
2024 Q4	$67.8K	Sell	2,590 -1,312	-34%	-$35.9K	0.02%	202
2024 Q3	$113K	Sell	3,902 -734	-16%	-$20.9K	0.04%	185
2024 Q2	$126K	Buy	4,636 +4,542	+4,832%	+$123K	0.05%	182
2024 Q1	$2.63K	Sell	94 -2,511	-96%	-$70K	﹤0.01%	407
2023 Q4	$75.6K	Sell	2,605 -123	-5%	-$3.28K	0.03%	203
2023 Q3	$71.3K	Sell	2,728 -1,290	-32%	-$36.3K	0.03%	193
2023 Q2	$120K	Sell	4,018 -1,806	-31%	-$54.5K	0.05%	187
2023 Q1	$180K	Sell	5,824 -1,036	-15%	-$31.5K	0.08%	172
2022 Q4	$199K	Buy	+6,860	New	+$201K	0.1%	167