Wallace Advisory Group’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 | $240K | Buy |
8,793
+76
| +0.9% | +$2.07K | 0.17% | 157 |
|
|
2025
Q1 | $228K | Sell |
8,717
-3,279
| -27% | -$85.9K | 0.16% | 163 |
|
|
2024
Q4 | $349K | Sell |
11,996
-460
| -4% | -$13.4K | 0.24% | 116 |
|
|
2024
Q3 | $339K | Hold |
12,456
| – | – | 0.25% | 107 |
|
|
2024
Q2 | $339K | Buy |
12,456
+3,112
| +33% | +$84.7K | 0.24% | 108 |
|
|
2024
Q1 | $271K | Buy |
9,344
+156
| +2% | +$4.53K | 0.2% | 129 |
|
|
2023
Q4 | $240K | Buy |
9,188
+316
| +4% | +$8.26K | 0.19% | 132 |
|
|
2023
Q3 | $265K | Sell |
8,872
-540
| -6% | -$16.1K | 0.19% | 129 |
|
|
2023
Q2 | $291K | Hold |
9,412
| – | – | 0.22% | 116 |
|
|
2023
Q1 | $291K | Sell |
9,412
-131
| -1% | -$4.05K | 0.22% | 116 |
|
|
2022
Q4 | $277K | Buy |
+9,543
| New | +$277K | 0.22% | 117 |
|