Vertex Planning Partners’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 | $289K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.17M | Buy |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.57M | Buy |
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|
2024
Q1 | $1.07M | Sell |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $956K | Buy |
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|
2023
Q2 | $686K | Buy |
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|
2023
Q1 | $677K | Buy |
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|
2022
Q4 | $427K | Buy |
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