Arete Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Arete Wealth Advisors’s Portfolio SPTI Stock Details SPTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-8,048	Closed	-$232K	–	808
2025 Q2	$232K	Sell	8,048 -65,619	-89%	-$1.87M	0.02%	649
2025 Q1	$2.1M	Buy	+73,667	New	+$2.07M	0.16%	134
2024 Q4	–	Sell	-53,236	Closed	-$1.55M	–	787
2024 Q3	$1.55M	Buy	53,236 +23,004	+76%	+$660K	0.13%	158
2024 Q2	$847K	Buy	30,232 +228	+0.8%	+$6.34K	0.07%	267
2024 Q1	$846K	Sell	30,004 -689	-2%	-$19.5K	0.08%	229
2023 Q4	$877K	Sell	30,693 -1,036	-3%	-$28.8K	0.07%	277
2023 Q3	$873K	Sell	31,729 -2,794	-8%	-$78.1K	0.15%	149
2023 Q2	$977K	Sell	34,523 -27,431	-44%	-$789K	0.09%	222
2023 Q1	$1.79M	Buy	61,954 +16,928	+38%	+$484K	0.15%	133
2022 Q4	$1.27B	Sell	45,026 -40,841	-48%	-$1.15M	0.11%	167
2022 Q3	$2.42M	Buy	+85,867	New	+$2.51M	0.24%	87
2022 Q2	–	Sell	-80,959	Closed	-$2.45M	–	555
2022 Q1	$2.45M	Buy	80,959 +2,851	+4%	+$88.9K	0.21%	97
2021 Q4	$2.5M	Buy	78,108 +23,484	+43%	+$754K	0.21%	90
2021 Q3	$1.76M	Buy	54,624 +832	+2%	+$27.1K	0.19%	108
2021 Q2	$27K	Sell	53,792 -14,906	-22%	-$482K	﹤0.01%	365
2021 Q1	$2.2M	Buy	68,698 +2,442	+4%	+$79.6K	0.28%	82
2020 Q4	$2.19M	Buy	66,256 +12,154	+22%	+$402K	0.31%	76
2020 Q3	$1.8M	Buy	54,102 +19,859	+58%	+$660K	0.27%	90
2020 Q2	$1.14M	Sell	34,243 -345	-1%	-$11.4K	0.2%	128
2020 Q1	$1.15M	Buy	34,588 +2,185	+7%	+$69.6K	0.23%	107
2019 Q4	$1M	Sell	32,403 -5,058	-14%	-$157K	0.17%	134
2019 Q3	$1.17M	Sell	37,461 -5,799	-13%	-$180K	0.22%	112
2019 Q2	$1.34M	Sell	43,260 -3,296	-7%	-$100K	0.26%	90
2019 Q1	$1.41M	Buy	46,556 +6	+0%	+$179	0.29%	84
2018 Q4	$1.39M	Buy	46,550 +16,548	+55%	+$482K	0.34%	72
2018 Q3	$873K	Buy	30,002 +1,140	+4%	+$33.3K	0.19%	128
2018 Q2	$847K	Buy	28,862 +7,016	+32%	+$205K	0.2%	128
2018 Q1	$642K	Buy	21,846 +11,710	+116%	+$344K	0.21%	130
2017 Q4	$301K	Buy	10,136 +1,238	+14%	+$37K	0.1%	237
2017 Q3	$267K	Buy	+8,898	New	+$268K	0.11%	213