AWM
Axxcess Wealth Management’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Buy |
12,017
+90
| +0.8% | +$2.59K | 0.01% | 683 |
|
|
2025
Q1 | $341K | Sell |
11,927
-1,081
| -8% | -$30.9K | 0.01% | 643 |
|
|
2024
Q4 | $363K | Sell |
13,008
-121
| -0.9% | -$3.37K | 0.01% | 619 |
|
|
2024
Q3 | $382K | Sell |
13,129
-516
| -4% | -$15K | 0.01% | 623 |
|
|
2024
Q2 | $382K | Sell |
13,645
-3,825
| -22% | -$107K | 0.01% | 583 |
|
|
2024
Q1 | $492K | Sell |
17,470
-47,629
| -73% | -$1.34M | 0.01% | 538 |
|
|
2023
Q4 | $1.86M | Buy |
65,099
+31,316
| +93% | +$894K | 0.05% | 256 |
|
|
2023
Q3 | $930K | Sell |
33,783
-20,740
| -38% | -$571K | 0.03% | 334 |
|
|
2023
Q2 | $1.54M | Sell |
54,523
-13,930
| -20% | -$394K | 0.11% | 166 |
|
|
2023
Q1 | $1.98M | Buy |
68,453
+18,986
| +38% | +$549K | 0.15% | 137 |
|
|
2022
Q4 | $1.4M | Sell |
49,467
-20,840
| -30% | -$589K | 0.12% | 173 |
|
|
2022
Q3 | $1.98M | Buy |
70,307
+5,784
| +9% | +$163K | 0.19% | 105 |
|
|
2022
Q2 | $1.9M | Sell |
64,523
-254,887
| -80% | -$7.51M | 0.17% | 113 |
|
|
2022
Q1 | $9.68M | Sell |
319,410
-24,193
| -7% | -$733K | 0.76% | 18 |
|
|
2021
Q4 | $11M | Buy |
+343,603
| New | +$11M | 0.8% | 19 |
|