Apriem 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	$12.7M	Buy	443,144 +2,728	+0.6%	+$78.5K	1.36%	18
2025 Q1	$12.6M	Buy	440,416 +11,120	+3%	+$318K	1.47%	17
2024 Q4	$12M	Sell	429,296 -10,016	-2%	-$279K	1.37%	22
2024 Q3	$12.8M	Buy	+439,312	New	+$12.8M	1.49%	22