WWA
WCG Wealth Advisors’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Buy |
113,159
+29,699
| +36% | +$789K | 0.19% | 118 |
|
|
2025
Q1 | $2.28M | Sell |
83,460
-313,200
| -79% | -$8.54M | 0.17% | 134 |
|
|
2024
Q4 | $10.4M | Sell |
396,660
-167,488
| -30% | -$4.39M | 0.69% | 39 |
|
|
2024
Q3 | $16.4M | Buy |
564,148
+34,466
| +7% | +$1M | 1.11% | 21 |
|
|
2024
Q2 | $14.4M | Buy |
529,682
+27,947
| +6% | +$761K | 1.07% | 23 |
|
|
2024
Q1 | $14M | Buy |
501,735
+21,597
| +4% | +$603K | 1.17% | 23 |
|
|
2023
Q4 | $13.9M | Buy |
480,138
+385,107
| +405% | +$11.2M | 1.02% | 27 |
|
|
2023
Q3 | $2.49M | Buy |
+95,031
| New | +$2.49M | 0.18% | 119 |
|