SMART Wealth’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.35M | Buy |
163,784
+38,196
| +30% | +$1.02M | 1.37% | 26 |
|
2025
Q1 | $3.42M | Buy |
125,588
+13,016
| +12% | +$355K | 1.23% | 26 |
|
2024
Q4 | $2.95M | Buy |
112,572
+42,615
| +61% | +$1.12M | 1.05% | 27 |
|
2024
Q3 | $2.03M | Sell |
69,957
-4,424
| -6% | -$129K | 0.8% | 38 |
|
2024
Q2 | $2.02M | Buy |
74,381
+14,751
| +25% | +$402K | 0.82% | 33 |
|
2024
Q1 | $1.67M | Buy |
59,630
+49,507
| +489% | +$1.38M | 0.75% | 33 |
|
2023
Q4 | $294K | Buy |
+10,123
| New | +$294K | 0.16% | 64 |
|