Strategic Investment Advisors’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 | $3.5M | Buy |
133,172
+54,115
| +68% | +$1.44M | 0.24% | 55 |
|
|
2025
Q4 | $2.09M | Buy |
79,057
+78,997
| +131,662% | +$2.13M | 0.18% | 63 |
|
|
2025
Q3 | $1.86M | Sell |
60
-63,818
| -100% | -$1.68M | 0.17% | 69 |
|
|
2025
Q2 | $1.7M | Buy |
63,878
+5,791
| +10% | +$152K | 0.16% | 67 |
|
|
2025
Q1 | $1.58M | Buy |
58,087
+7,413
| +15% | +$198K | 0.17% | 75 |
|
|
2024
Q4 | $1.33M | Buy |
50,674
+17,415
| +52% | +$477K | 0.14% | 85 |
|
|
2024
Q3 | $967K | Sell |
33,259
-3,559
| -10% | -$102K | 0.11% | 118 |
|
|
2024
Q2 | $1M | Buy |
36,818
+9,479
| +35% | +$256K | 0.12% | 107 |
|
|
2024
Q1 | $764K | Buy |
+27,339
| New | +$763K | 0.1% | 134 |
|
|
2023
Q2 | – | Sell |
-7,389
| Closed | -$228K | – | 244 |
|
|
2023
Q1 | $228K | Sell |
7,389
-1,756
| -19% | -$53.3K | 0.04% | 222 |
|
|
2022
Q4 | $265K | Sell |
9,145
-56
| -0.6% | -$1.64K | 0.06% | 200 |
|
|
2022
Q3 | $273K | Sell |
9,201
-7,734
| -46% | -$251K | 0.06% | 153 |
|
|
2022
Q2 | $560K | Buy |
16,935
+2,336
| +16% | +$79.1K | 0.11% | 141 |
|
|
2022
Q1 | $552K | Buy |
14,599
+3,877
| +36% | +$153K | 0.1% | 150 |
|
|
2021
Q4 | $452K | Buy |
10,722
+2,111
| +25% | +$88.6K | 0.09% | 161 |
|
|
2021
Q3 | $356K | Sell |
8,611
-511
| -6% | -$21.7K | 0.08% | 163 |
|
|
2021
Q2 | $377K | Buy |
+9,122
| New | +$365K | 0.09% | 165 |
|
|
2020
Q3 | – | Sell |
-38,209
| Closed | -$1.79M | – | 188 |
|
|
2020
Q2 | $1.79M | Buy |
+38,209
| New | +$1.8M | 0.68% | 44 |
|
|
2019
Q3 | – | Sell |
-6,680
| Closed | -$257K | – | 166 |
|
|
2019
Q2 | $257K | Buy |
+6,680
| New | +$244K | 0.14% | 117 |
|
|
2019
Q1 | – | Sell |
-7,748
| Closed | -$271K | – | 139 |
|
|
2018
Q4 | $271K | Buy |
+7,748
| New | +$259K | 0.24% | 85 |
|
Other funds holding SPTL
MERSOM
MG
