SW
Simplicity Wealth’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 | $4.41M | Buy |
165,764
+122,791
| +286% | +$3.26M | 0.18% | 123 |
|
|
2025
Q1 | $1.17M | Buy |
+42,973
| New | +$1.17M | 0.09% | 221 |
|
|
2023
Q4 | – | Sell |
-15,119
| Closed | -$395K | – | 189 |
|
|
2023
Q3 | $395K | Sell |
15,119
-24,467
| -62% | -$640K | 0.23% | 52 |
|
|
2023
Q2 | $1.18M | Buy |
39,586
+29,767
| +303% | +$890K | 0.74% | 28 |
|
|
2023
Q1 | $303K | Buy |
+9,819
| New | +$303K | 0.2% | 53 |
|
|
2022
Q3 | – | Sell |
-29,482
| Closed | -$975K | – | 71 |
|
|
2022
Q2 | $975K | Sell |
29,482
-9,138
| -24% | -$302K | 1.42% | 26 |
|
|
2022
Q1 | $1.46M | Buy |
38,620
+28,160
| +269% | +$1.07M | 1.42% | 25 |
|
|
2021
Q4 | $441K | Buy |
+10,460
| New | +$441K | 0.24% | 50 |
|