Robertson Stephens Wealth Management’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	$8.93M	Buy	335,882 +171,507	+104%	+$4.56M	0.28%	66
2025 Q1	$4.48M	Buy	164,375 +8,714	+6%	+$238K	0.15%	110
2024 Q4	$4.08M	Sell	155,661 -389,319	-71%	-$10.2M	0.14%	129
2024 Q3	$15.8M	Buy	+544,980	New	+$15.8M	0.57%	39