B. Riley Wealth Advisors’s 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
$223K Buy
2023
Q2
Sell
2023
Q1
$838K Buy
2020
Q3
Sell
2020
Q2
$5.85M Buy
2019
Q3
Sell
2019
Q2
$2.01M Buy
2016
Q1
Sell
2015
Q4
$221K Buy