Sowell Financial Services’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.72M | Buy |
103,586
+16,559
| +19% | +$441K | 0.1% | 214 |
|
|
2025
Q4 | $2.3M | Buy |
87,027
+16,314
| +23% | +$440K | 0.08% | 248 |
|
|
2025
Q3 | $1.91M | Buy |
70,713
+11,688
| +20% | +$309K | 0.07% | 289 |
|
|
2025
Q2 | $1.57M | Buy |
59,025
+20,939
| +55% | +$550K | 0.06% | 314 |
|
|
2025
Q1 | $1.04M | Buy |
38,086
+3,319
| +10% | +$88.5K | 0.05% | 375 |
|
|
2024
Q4 | $911K | Sell |
34,767
-9,663
| -22% | -$265K | 0.05% | 325 |
|
|
2024
Q3 | $1.29M | Sell |
44,430
-4,596
| -9% | -$131K | 0.06% | 307 |
|
|
2024
Q2 | $1.33M | Sell |
49,026
-994
| -2% | -$26.8K | 0.06% | 290 |
|
|
2024
Q1 | $1.4M | Buy |
50,020
+1,116
| +2% | +$31.1K | 0.07% | 293 |
|
|
2023
Q4 | $1.42M | Buy |
48,904
+904
| +2% | +$24.1K | 0.08% | 273 |
|
|
2023
Q3 | $1.25M | Buy |
48,000
+7,750
| +19% | +$218K | 0.08% | 274 |
|
|
2023
Q2 | $1.2M | Buy |
40,250
+16,688
| +71% | +$504K | 0.07% | 320 |
|
|
2023
Q1 | $728K | Sell |
23,562
-19,626
| -45% | -$596K | 0.06% | 360 |
|
|
2022
Q4 | $1.25M | Buy |
43,188
+17,352
| +67% | +$508K | 0.08% | 275 |
|
|
2022
Q3 | $766K | Buy |
+25,836
| New | +$839K | 0.08% | 259 |
|
|
2022
Q1 | – | Sell |
-33,956
| Closed | -$1.43M | – | 466 |
|
|
2021
Q4 | $1.43M | Sell |
33,956
-413
| -1% | -$17.3K | 0.08% | 264 |
|
|
2021
Q3 | $1.42M | Buy |
34,369
+1,659
| +5% | +$70.4K | 0.1% | 241 |
|
|
2021
Q2 | $1.35M | Sell |
32,710
-29,501
| -47% | -$1.18M | 0.09% | 256 |
|
|
2021
Q1 | $2.5M | Sell |
62,211
-7,621
| -11% | -$317K | 0.09% | 208 |
|
|
2020
Q4 | $3.15M | Sell |
69,832
-10,519
| -13% | -$478K | 0.13% | 138 |
|
|
2020
Q3 | $3.76M | Sell |
80,351
-6,549
| -8% | -$311K | 0.19% | 112 |
|
|
2020
Q2 | $4.08M | Buy |
86,900
+24,404
| +39% | +$1.15M | 0.22% | 102 |
|
|
2020
Q1 | $2.95M | Buy |
62,496
+30,825
| +97% | +$1.32M | 0.22% | 109 |
|
|
2019
Q4 | $1.23M | Buy |
31,671
+7,004
| +28% | +$280K | 0.09% | 221 |
|
|
2019
Q3 | $1.01M | Buy |
+24,667
| New | +$985K | 0.08% | 249 |
|
|
2019
Q1 | $956K | Buy |
26,278
+17,009
| +184% | +$596K | 0.11% | 205 |
|
|
2018
Q4 | $325K | Buy |
+9,269
| New | +$309K | 0.05% | 368 |
|
Other funds holding SPTL
MERSOM
MG
