Strategic 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	$2.31M	Sell	87,903 -16,075	-15%	-$428K	0.11%	45
2025 Q4	$2.76M	Sell	103,978 -205	-0.2%	-$5.53K	0.13%	42
2025 Q3	$2.81M	Buy	104,183 +29,829	+40%	+$788K	0.14%	38
2025 Q2	$1.98M	Sell	74,354 -247,283	-77%	-$6.49M	0.11%	46
2025 Q1	$8.77M	Buy	321,637 +125,653	+64%	+$3.35M	0.51%	21
2024 Q4	$5.13M	Buy	195,984 +186,169	+1,897%	+$5.1M	0.31%	27
2024 Q3	$285K	Buy	9,815 +898	+10%	+$25.6K	0.02%	117
2024 Q2	$243K	Sell	8,917 -10,412	-54%	-$281K	0.02%	118
2024 Q1	$540K	Buy	19,329 +460	+2%	+$12.8K	0.03%	80
2023 Q4	$548K	Sell	18,869 -72,749	-79%	-$1.94M	0.04%	81
2023 Q3	$2.4M	Buy	+91,618	New	+$2.58M	0.19%	37