Axxcess Wealth Management’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
Q3 | $338K | Sell |
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|
2025
Q2 | $346K | Buy |
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|
2025
Q1 | $341K | Sell |
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|
2024
Q4 | $363K | Sell |
|
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|
2024
Q3 | $382K | Sell |
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|
2024
Q2 | $382K | Sell |
|
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|
2024
Q1 | $492K | Sell |
|
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|
2023
Q4 | $1.86M | Buy |
|
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|
2023
Q3 | $930K | Sell |
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|
2023
Q2 | $1.54M | Sell |
|
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|
2023
Q1 | $1.98M | Buy |
|
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|
2022
Q4 | $1.4M | Sell |
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|
2022
Q3 | $1.98M | Buy |
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|
2022
Q2 | $1.9M | Sell |
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|
2022
Q1 | $9.68M | Sell |
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|
2021
Q4 | $11M | Buy |
|