Walkner Condon Financial Advisors’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 | $563K | Buy |
21,192
+33
| +0.2% | +$877 | 0.1% | 143 |
|
|
2025
Q1 | $577K | Buy |
21,159
+477
| +2% | +$13K | 0.12% | 137 |
|
|
2024
Q4 | $542K | Sell |
20,682
-17,241
| -45% | -$452K | 0.11% | 150 |
|
|
2024
Q3 | $1.1M | Sell |
37,923
-27,454
| -42% | -$798K | 0.22% | 92 |
|
|
2024
Q2 | $1.78M | Buy |
65,377
+52,262
| +398% | +$1.42M | 0.38% | 62 |
|
|
2024
Q1 | $366K | Sell |
13,115
-3,274
| -20% | -$91.5K | 0.08% | 191 |
|
|
2023
Q4 | $476K | Buy |
16,389
+4,921
| +43% | +$143K | 0.11% | 156 |
|
|
2023
Q3 | $300K | Buy |
11,468
+452
| +4% | +$11.8K | 0.08% | 192 |
|
|
2023
Q2 | $329K | Buy |
11,016
+206
| +2% | +$6.16K | 0.09% | 172 |
|
|
2023
Q1 | $334K | Sell |
10,810
-694
| -6% | -$21.4K | 0.09% | 159 |
|
|
2022
Q4 | $334K | Sell |
11,504
-2,782
| -19% | -$80.8K | 0.1% | 156 |
|
|
2022
Q3 | $423K | Buy |
14,286
+1,344
| +10% | +$39.8K | 0.14% | 132 |
|
|
2022
Q2 | $428K | Buy |
12,942
+1,109
| +9% | +$36.7K | 0.13% | 135 |
|
|
2022
Q1 | $448K | Buy |
+11,833
| New | +$448K | 0.13% | 142 |
|
|
2021
Q3 | – | Sell |
-10,907
| Closed | -$439K | – | 174 |
|
|
2021
Q2 | $439K | Buy |
10,907
+293
| +3% | +$11.8K | 0.16% | 107 |
|
|
2021
Q1 | $414K | Sell |
10,614
-2,792
| -21% | -$109K | 0.16% | 109 |
|
|
2020
Q4 | $605K | Buy |
13,406
+522
| +4% | +$23.6K | 0.26% | 69 |
|
|
2020
Q3 | $602K | Sell |
12,884
-217
| -2% | -$10.1K | 0.32% | 60 |
|
|
2020
Q2 | $615K | Buy |
13,101
+450
| +4% | +$21.1K | 0.54% | 29 |
|
|
2020
Q1 | $598K | Sell |
12,651
-3,397
| -21% | -$161K | 0.64% | 26 |
|
|
2019
Q4 | $624K | Buy |
+16,048
| New | +$624K | 0.6% | 31 |
|