Walkner Condon Financial Advisors’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	$680K	Buy	25,848 +23	+0.1%	+$613	0.09%	146
2025 Q4	$684K	Buy	25,825 +4,094	+19%	+$110K	0.09%	145
2025 Q3	$586K	Buy	21,731 +539	+3%	+$14.2K	0.09%	152
2025 Q2	$563K	Buy	21,192 +33	+0.2%	+$866	0.1%	143
2025 Q1	$577K	Buy	21,159 +477	+2%	+$12.7K	0.12%	137
2024 Q4	$542K	Sell	20,682 -17,241	-45%	-$472K	0.11%	150
2024 Q3	$1.1M	Sell	37,923 -27,454	-42%	-$783K	0.22%	92
2024 Q2	$1.78M	Buy	65,377 +52,262	+398%	+$1.41M	0.38%	62
2024 Q1	$366K	Sell	13,115 -3,274	-20%	-$91.3K	0.08%	191
2023 Q4	$476K	Buy	16,389 +4,921	+43%	+$131K	0.11%	156
2023 Q3	$300K	Buy	11,468 +452	+4%	+$12.7K	0.08%	192
2023 Q2	$329K	Buy	11,016 +206	+2%	+$6.22K	0.09%	172
2023 Q1	$334K	Sell	10,810 -694	-6%	-$21.1K	0.09%	159
2022 Q4	$334K	Sell	11,504 -2,782	-19%	-$81.4K	0.1%	156
2022 Q3	$423K	Buy	14,286 +1,344	+10%	+$43.6K	0.14%	132
2022 Q2	$428K	Buy	12,942 +1,109	+9%	+$37.6K	0.13%	135
2022 Q1	$448K	Buy	+11,833	New	+$466K	0.13%	142
2021 Q3	–	Sell	-10,907	Closed	-$439K	–	174
2021 Q2	$439K	Buy	10,907 +293	+3%	+$11.7K	0.16%	107
2021 Q1	$414K	Sell	10,614 -2,792	-21%	-$116K	0.16%	109
2020 Q4	$605K	Buy	13,406 +522	+4%	+$23.7K	0.26%	69
2020 Q3	$602K	Sell	12,884 -217	-2%	-$10.3K	0.32%	60
2020 Q2	$615K	Buy	13,101 +450	+4%	+$21.2K	0.54%	29
2020 Q1	$598K	Sell	12,651 -3,397	-21%	-$145K	0.64%	26
2019 Q4	$624K	Buy	+16,048	New	+$641K	0.6%	31