Annis Gardner Whiting Capital Advisors’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.3K | Sell |
2,235
-126
| -5% | -$3.63K | 0.02% | 376 |
|
|
2025
Q1 | $67.5K | Hold |
2,361
| – | – | 0.03% | 318 |
|
|
2024
Q4 | $65.8K | Sell |
2,361
-66
| -3% | -$1.84K | 0.02% | 321 |
|
|
2024
Q3 | $70.5K | Buy |
2,427
+664
| +38% | +$19.3K | 0.02% | 330 |
|
|
2024
Q2 | $49.4K | Hold |
1,763
| – | – | 0.01% | 400 |
|
|
2024
Q1 | $49.7K | Hold |
1,763
| – | – | 0.02% | 382 |
|
|
2023
Q4 | $50.4K | Buy |
1,763
+54
| +3% | +$1.54K | 0.02% | 304 |
|
|
2023
Q3 | $47K | Buy |
+1,709
| New | +$47K | 0.03% | 292 |
|