Western Wealth Management’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
Q1 | – | Sell |
-24,046
| Closed | -$630K | – | 700 |
|
|
2024
Q4 | $630K | Buy |
24,046
+1,819
| +8% | +$47.6K | 0.04% | 319 |
|
|
2024
Q3 | $646K | Buy |
+22,227
| New | +$646K | 0.04% | 393 |
|
|
2024
Q2 | – | Sell |
-24,975
| Closed | -$698K | – | 675 |
|
|
2024
Q1 | $698K | Sell |
24,975
-6,415
| -20% | -$179K | 0.05% | 292 |
|
|
2023
Q4 | $911K | Buy |
31,390
+13,634
| +77% | +$396K | 0.07% | 296 |
|
|
2023
Q3 | $464K | Buy |
+17,756
| New | +$464K | 0.04% | 405 |
|