WCG Wealth 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
$838K Sell
31,854
-1,295
-4% -$34.5K 0.02% 400
2025
Q4
$877K Sell
33,149
-80,561
-71% -$2.17M 0.02% 373
2025
Q3
$3.06M Buy
113,710
+551
+0.5% +$14.5K 0.19% 115
2025
Q2
$3.01M Buy
113,159
+29,699
+36% +$779K 0.19% 118
2025
Q1
$2.28M Sell
83,460
-313,200
-79% -$8.35M 0.17% 134
2024
Q4
$10.4M Sell
396,660
-167,488
-30% -$4.59M 0.69% 39
2024
Q3
$16.4M Buy
564,148
+34,466
+7% +$983K 1.11% 21
2024
Q2
$14.4M Buy
529,682
+27,947
+6% +$754K 1.07% 23
2024
Q1
$14M Buy
501,735
+21,597
+4% +$602K 1.17% 23
2023
Q4
$13.9M Buy
480,138
+385,107
+405% +$10.3M 1.02% 27
2023
Q3
$2.48M Buy
+95,031
New +$2.67M 0.18% 119

Other funds holding SPTL