UWM
USAdvisors Wealth Management’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Buy |
10,320
+367
| +4% | +$9.74K | 0.1% | 105 |
|
|
2025
Q1 | $271K | Sell |
9,953
-3,161
| -24% | -$86.1K | 0.09% | 106 |
|
|
2024
Q4 | $343K | Sell |
13,114
-117
| -0.9% | -$3.06K | 0.11% | 100 |
|
|
2024
Q3 | $385K | Sell |
13,231
-3,528
| -21% | -$103K | 0.13% | 91 |
|
|
2024
Q2 | $456K | Sell |
16,759
-11,985
| -42% | -$326K | 0.16% | 82 |
|
|
2024
Q1 | $803K | Buy |
28,744
+6,305
| +28% | +$176K | 0.3% | 71 |
|
|
2023
Q4 | $651K | Sell |
22,439
-18,335
| -45% | -$532K | 0.27% | 72 |
|
|
2023
Q3 | $1.07M | Buy |
40,774
+2,172
| +6% | +$56.8K | 0.48% | 51 |
|
|
2023
Q2 | $1.15M | Buy |
38,602
+862
| +2% | +$25.6K | 0.54% | 50 |
|
|
2023
Q1 | $1.17M | Sell |
37,740
-504
| -1% | -$15.6K | 0.55% | 50 |
|
|
2022
Q4 | $1.11M | Buy |
38,244
+415
| +1% | +$12K | 0.54% | 47 |
|
|
2022
Q3 | $1.12M | Sell |
37,829
-376
| -1% | -$11.1K | 0.57% | 43 |
|
|
2022
Q2 | $1.26M | Buy |
38,205
+2,338
| +7% | +$77.3K | 0.63% | 39 |
|
|
2022
Q1 | $1.36M | Buy |
35,867
+13,665
| +62% | +$517K | 0.58% | 42 |
|
|
2021
Q4 | $936K | Buy |
22,202
+1,748
| +9% | +$73.7K | 0.38% | 57 |
|
|
2021
Q3 | $845K | Buy |
20,454
+1,809
| +10% | +$74.7K | 0.37% | 59 |
|
|
2021
Q2 | $770K | Buy |
18,645
+3,090
| +20% | +$128K | 0.42% | 60 |
|
|
2021
Q1 | $606K | Buy |
15,555
+7,324
| +89% | +$285K | 0.29% | 69 |
|
|
2020
Q4 | $371K | Buy |
+8,231
| New | +$371K | 0.18% | 69 |
|