SAI
Savvy Advisors Inc’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 | – | Sell |
-8,914
| Closed | -$243K | – | 673 |
|
|
2025
Q1 | $243K | Sell |
8,914
-129,848
| -94% | -$3.54M | 0.02% | 437 |
|
|
2024
Q4 | $3.63M | Buy |
138,762
+32,565
| +31% | +$853K | 0.44% | 41 |
|
|
2024
Q3 | $3.09M | Buy |
106,197
+56,097
| +112% | +$1.63M | 0.63% | 29 |
|
|
2024
Q2 | $1.36M | Buy |
50,100
+11,599
| +30% | +$316K | 0.44% | 49 |
|
|
2024
Q1 | $1.08M | Buy |
38,501
+16,002
| +71% | +$447K | 0.62% | 33 |
|
|
2023
Q4 | $653K | Buy |
+22,499
| New | +$653K | 0.63% | 40 |
|