Strategic Wealth Investment Group’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 | $29.2M | Buy |
1,111,109
+6,933
| +0.6% | +$185K | 3.71% | 5 |
|
|
2025
Q4 | $29.2M | Sell |
1,104,176
-651,472
| -37% | -$17.6M | 3.59% | 5 |
|
|
2025
Q3 | $47.3M | Buy |
1,755,648
+1,662,875
| +1,792% | +$43.9M | 3.98% | 4 |
|
|
2025
Q2 | $2.47M | Buy |
92,773
+12,545
| +16% | +$329K | 3.57% | 4 |
|
|
2025
Q1 | $2.19M | Sell |
80,228
-2,053,750
| -96% | -$54.7M | 3.81% | 3 |
|
|
2024
Q4 | $55.9M | Sell |
2,133,978
-266,094
| -11% | -$7.29M | 6.17% | 1 |
|
|
2024
Q3 | $70M | Buy |
2,400,072
+898,755
| +60% | +$25.6M | 7.5% | 1 |
|
|
2024
Q2 | $40.1M | Buy |
+1,501,317
| New | +$40.5M | 5.06% | 4 |
|
|
2023
Q4 | $28.8M | Buy |
993,248
+73,891
| +8% | +$1.97M | 4.33% | 5 |
|
|
2023
Q3 | $24M | Buy |
919,357
+40,296
| +5% | +$1.13M | 4.36% | 5 |
|
|
2023
Q2 | $26.3M | Buy |
879,061
+90,421
| +11% | +$2.73M | 4.17% | 6 |
|
|
2023
Q1 | $24.4M | Buy |
788,640
+131,996
| +20% | +$4.01M | 4.52% | 4 |
|
|
2022
Q4 | $20.7M | Sell |
656,644
-350,121
| -35% | -$10.3M | 4.78% | 4 |
|
|
2022
Q3 | $29.8M | Buy |
1,006,765
+59,462
| +6% | +$1.93M | 8.58% | 2 |
|
|
2022
Q2 | $31.3M | Sell |
947,303
-746,725
| -44% | -$25.3M | 7.85% | 2 |
|
|
2022
Q1 | $64.1M | Buy |
1,694,028
+282,764
| +20% | +$11.1M | 15.28% | 1 |
|
|
2021
Q4 | $59.5M | Buy |
1,411,264
+212,344
| +18% | +$8.92M | 15.47% | 1 |
|
|
2021
Q3 | $49.5M | Buy |
1,198,920
+289,726
| +32% | +$12.3M | 14.79% | 1 |
|
|
2021
Q2 | $37.5M | Buy |
909,194
+278,071
| +44% | +$11.1M | 13.31% | 1 |
|
|
2021
Q1 | $24.6M | Buy |
631,123
+164,560
| +35% | +$6.84M | 11.8% | 2 |
|
|
2020
Q4 | $21.1M | Buy |
466,563
+124,995
| +37% | +$5.68M | 12.34% | 1 |
|
|
2020
Q3 | $16M | Buy |
341,568
+70,736
| +26% | +$3.36M | 12.01% | 1 |
|
|
2020
Q2 | $12.7M | Buy |
270,832
+199,556
| +280% | +$9.4M | 12.45% | 1 |
|
|
2020
Q1 | $3.37M | Buy |
71,276
+6,502
| +10% | +$278K | 5.49% | 5 |
|
|
2019
Q4 | $2.52M | Buy |
+64,774
| New | +$2.59M | 2.61% | 11 |
|
Other funds holding SPTL
MERSOM
MG
