A detailed history of Napa Wealth Management transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Napa Wealth Management holds 66,971 shares of SPTL stock, worth $1.8 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
66,971
Previous 46,402 44.33%
Holding current value
$1.8 Million
Previous $1.26 Billion 54.14%
% of portfolio
0.92%
Previous 0.85%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$26.69 - $29.87 $548,986 - $614,396
20,569 Added 44.33%
66,971 $1.95 Billion
Q2 2024

Aug 14, 2024

BUY
$26.06 - $27.96 $944,362 - $1.01 Million
36,238 Added 356.53%
46,402 $1.26 Billion
Q1 2024

Aug 14, 2024

SELL
$27.25 - $28.98 $1.14 Million - $1.22 Million
-42,008 Reduced 80.52%
10,164 $284 Million
Q4 2023

Feb 22, 2024

BUY
$24.55 - $29.44 $1.28 Million - $1.54 Million
52,172 New
52,172 $1.51 Billion

Others Institutions Holding SPTL

About SPDR PORTFOLIO LONG TERM TREAS


  • Ticker SPTL
  • Sector ETFs
  • Industry ETFs
More about SPTL
Track This Portfolio

Track Napa Wealth Management Portfolio

Follow Napa Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Napa Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Napa Wealth Management with notifications on news.