BRWA
B. Riley Wealth Advisors’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 | $223K | Buy |
+7,755
| New | +$223K | 0.01% | 819 |
|
|
2023
Q2 | – | Sell |
-28,972
| Closed | -$838K | – | 1639 |
|
|
2023
Q1 | $838K | Buy |
+28,972
| New | +$838K | 0.02% | 597 |
|
|
2020
Q3 | – | Sell |
-175,954
| Closed | -$5.85M | – | 979 |
|
|
2020
Q2 | $5.85M | Buy |
+175,954
| New | +$5.85M | 0.39% | 64 |
|
|
2019
Q3 | – | Sell |
-32,483
| Closed | -$2.01M | – | 850 |
|
|
2019
Q2 | $2.01M | Buy |
+32,483
| New | +$2.01M | 0.22% | 91 |
|
|
2016
Q1 | – | Sell |
-3,666
| Closed | -$221K | – | 610 |
|
|
2015
Q4 | $221K | Buy |
+3,666
| New | +$221K | 0.04% | 464 |
|