AWM
Austin Wealth Management’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.64M | Buy |
261,875
+5,743
| +2% | +$168K | 1.36% | 23 |
|
2025
Q1 | $7.49M | Sell |
256,132
-2,340
| -0.9% | -$68.4K | 1.5% | 23 |
|
2024
Q4 | $7.5M | Buy |
258,472
+25,171
| +11% | +$730K | 1.56% | 21 |
|
2024
Q3 | $6.83M | Sell |
233,301
-7,936
| -3% | -$232K | 1.5% | 22 |
|
2024
Q2 | $6.98M | Sell |
241,237
-5,975
| -2% | -$173K | 1.64% | 20 |
|
2024
Q1 | $7.12M | Buy |
247,212
+21,072
| +9% | +$607K | 1.76% | 19 |
|
2023
Q4 | $6.53M | Buy |
226,140
+34,482
| +18% | +$996K | 1.75% | 18 |
|
2023
Q3 | $5.52M | Buy |
+191,658
| New | +$5.52M | 1.71% | 18 |
|