Arete Wealth Advisors’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-13,417
| Closed | -$387K | – | 815 |
|
2024
Q2 | $387K | Buy |
13,417
+416
| +3% | +$12K | 0.03% | 455 |
|
2024
Q1 | $376K | Sell |
13,001
-10,827
| -45% | -$313K | 0.03% | 322 |
|
2023
Q4 | $692K | Buy |
+23,828
| New | +$692K | 0.05% | 323 |
|
2023
Q3 | – | Sell |
-37,179
| Closed | -$1.07M | – | 686 |
|
2023
Q2 | $1.07M | Buy |
+37,179
| New | +$1.07M | 0.09% | 208 |
|