RFS
Richardson Financial Services’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $736K | Buy |
27,760
+1,566
| +6% | +$41.5K | 0.49% | 53 |
|
|
2025
Q1 | $714K | Buy |
26,194
+5,803
| +28% | +$158K | 0.54% | 43 |
|
|
2024
Q4 | $536K | Sell |
20,391
-16,184
| -44% | -$425K | 0.38% | 73 |
|
|
2024
Q3 | $997K | Buy |
36,575
+963
| +3% | +$26.3K | 0.63% | 39 |
|
|
2024
Q2 | $969K | Buy |
35,612
+12,446
| +54% | +$339K | 0.7% | 35 |
|
|
2024
Q1 | $647K | Sell |
23,166
-168
| -0.7% | -$4.69K | 0.46% | 61 |
|
|
2023
Q4 | $677K | Buy |
+23,334
| New | +$677K | 0.59% | 49 |
|