Avantax Advisory Services’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 | $385K | Buy |
13,373
+2,052
| +18% | +$59K | ﹤0.01% | 1743 |
|
|
2025
Q1 | $324K | Sell |
11,321
-3,734
| -25% | -$107K | ﹤0.01% | 1783 |
|
|
2024
Q4 | $420K | Buy |
15,055
+2,892
| +24% | +$80.6K | ﹤0.01% | 1565 |
|
|
2024
Q3 | $353K | Sell |
12,163
-8,520
| -41% | -$248K | ﹤0.01% | 1645 |
|
|
2024
Q2 | $580K | Sell |
20,683
-693
| -3% | -$19.4K | ﹤0.01% | 1274 |
|
|
2024
Q1 | $602K | Sell |
21,376
-1,559
| -7% | -$43.9K | 0.01% | 954 |
|
|
2023
Q4 | $655K | Sell |
22,935
-6,083
| -21% | -$174K | 0.01% | 873 |
|
|
2023
Q3 | $799K | Buy |
29,018
+121
| +0.4% | +$3.33K | 0.01% | 763 |
|
|
2023
Q2 | $818K | Buy |
28,897
+4,522
| +19% | +$128K | 0.01% | 755 |
|
|
2023
Q1 | $705K | Buy |
24,375
+1,060
| +5% | +$30.7K | 0.01% | 785 |
|
|
2022
Q4 | $658K | Buy |
23,315
+16,161
| +226% | +$456K | 0.01% | 759 |
|
|
2022
Q3 | $201K | Sell |
7,154
-1,940
| -21% | -$54.5K | ﹤0.01% | 1215 |
|
|
2022
Q2 | $268K | Sell |
9,094
-286,539
| -97% | -$8.44M | ﹤0.01% | 1060 |
|
|
2022
Q1 | $8.96M | Sell |
295,633
-1,581
| -0.5% | -$47.9K | 0.12% | 122 |
|
|
2021
Q4 | $9.53M | Buy |
297,214
+10,425
| +4% | +$334K | 0.14% | 115 |
|
|
2021
Q3 | $9.27M | Buy |
286,789
+22,915
| +9% | +$741K | 0.15% | 101 |
|
|
2021
Q2 | $8.54M | Buy |
263,874
+9,549
| +4% | +$309K | 0.16% | 106 |
|
|
2021
Q1 | $8.16M | Buy |
254,325
+76,589
| +43% | +$2.46M | 0.18% | 100 |
|
|
2020
Q4 | $5.88M | Buy |
177,736
+65,375
| +58% | +$2.16M | 0.14% | 118 |
|
|
2020
Q3 | $3.73M | Buy |
112,361
+74,441
| +196% | +$2.47M | 0.06% | 246 |
|
|
2020
Q2 | $1.26M | Buy |
+37,920
| New | +$1.26M | 0.04% | 303 |
|