Avantax Advisory Services’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Buy |
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|
2025
Q1 | $324K | Sell |
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|
2024
Q4 | $420K | Buy |
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|
2024
Q3 | $353K | Sell |
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|
2024
Q2 | $580K | Sell |
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|
2024
Q1 | $602K | Sell |
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|
2023
Q4 | $655K | Sell |
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|
2023
Q3 | $799K | Buy |
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|
2023
Q2 | $818K | Buy |
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|
2023
Q1 | $705K | Buy |
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|
2022
Q4 | $658K | Buy |
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|
2022
Q3 | $201K | Sell |
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|
2022
Q2 | $268K | Sell |
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|
2022
Q1 | $8.96M | Sell |
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|
2021
Q4 | $9.53M | Buy |
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|
2021
Q3 | $9.27M | Buy |
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|
2021
Q2 | $8.54M | Buy |
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|
2021
Q1 | $8.16M | Buy |
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|
2020
Q4 | $5.88M | Buy |
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|
2020
Q3 | $3.73M | Buy |
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|
2020
Q2 | $1.26M | Buy |
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