Univest Financial’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	–	Sell	-455,735	Closed	-$12.4M	–	284
2025 Q1	$12.4M	Sell	455,735 -332,593	-42%	-$9.07M	0.81%	27
2024 Q4	$20.6M	Buy	788,328 +140,651	+22%	+$3.68M	1.3%	18
2024 Q3	$18.8M	Buy	+647,677	New	+$18.8M	1.24%	22