Atria Wealth Solutions’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 | $1.84M | Sell |
64,159
-3,367
| -5% | -$96.7K | 0.04% | 442 |
|
2025
Q1 | $1.93M | Buy |
67,526
+10,982
| +19% | +$314K | 0.02% | 642 |
|
2024
Q4 | $1.58M | Buy |
56,544
+18,961
| +50% | +$529K | 0.02% | 730 |
|
2024
Q3 | $1.09M | Buy |
37,583
+30,197
| +409% | +$878K | 0.01% | 870 |
|
2024
Q2 | $207K | Sell |
7,386
-71,036
| -91% | -$1.99M | ﹤0.01% | 1729 |
|
2024
Q1 | $2.21M | Buy |
78,422
+4,826
| +7% | +$136K | 0.02% | 596 |
|
2023
Q4 | $2.1M | Sell |
73,596
-15,163
| -17% | -$433K | 0.03% | 585 |
|
2023
Q3 | $2.44M | Sell |
88,759
-5,292
| -6% | -$146K | 0.03% | 495 |
|
2023
Q2 | $2.66M | Sell |
94,051
-180,537
| -66% | -$5.11M | 0.04% | 477 |
|
2023
Q1 | $7.95M | Buy |
274,588
+206,947
| +306% | +$5.99M | 0.12% | 174 |
|
2022
Q4 | $1.91M | Buy |
67,641
+20,684
| +44% | +$584K | 0.03% | 533 |
|
2022
Q3 | $1.32M | Sell |
46,957
-1,771
| -4% | -$49.8K | 0.02% | 620 |
|
2022
Q2 | $1.44M | Buy |
48,728
+11,403
| +31% | +$336K | 0.03% | 538 |
|
2022
Q1 | $1.13M | Buy |
+37,325
| New | +$1.13M | 0.02% | 679 |
|