Wallace Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $228K | Sell |
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|
2025
Q2 | $240K | Buy |
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|
2025
Q1 | $228K | Sell |
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|
2024
Q4 | $349K | Sell |
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|
2024
Q3 | $339K | Hold |
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|
2024
Q2 | $339K | Buy |
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|
2024
Q1 | $271K | Buy |
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|
2023
Q4 | $240K | Buy |
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|
2023
Q3 | $265K | Sell |
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|
2023
Q2 | $291K | Hold |
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|
2023
Q1 | $291K | Sell |
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|
2022
Q4 | $277K | Buy |
|