Beacon Bridge Wealth Partners’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
44,128
-7,313
| -14% | -$210K | 0.5% | 45 |
|
|
2025
Q1 | $1.47M | Buy |
51,441
+22,219
| +76% | +$635K | 0.63% | 41 |
|
|
2024
Q4 | $815K | Sell |
29,222
-55,681
| -66% | -$1.55M | 0.35% | 55 |
|
|
2024
Q3 | $2.47M | Sell |
84,903
-19,835
| -19% | -$576K | 1.06% | 29 |
|
|
2024
Q2 | $2.93M | Sell |
104,738
-37,859
| -27% | -$1.06M | 1.35% | 23 |
|
|
2024
Q1 | $4.02M | Sell |
142,597
-79,007
| -36% | -$2.23M | 1.9% | 15 |
|
|
2023
Q4 | $6.33M | Sell |
221,604
-94,217
| -30% | -$2.69M | 3.16% | 10 |
|
|
2023
Q3 | $8.69M | Sell |
315,821
-229,015
| -42% | -$6.3M | 4.59% | 4 |
|
|
2023
Q2 | $15.4M | Buy |
544,836
+257,231
| +89% | +$7.28M | 7.88% | 4 |
|
|
2023
Q1 | $8.32M | Sell |
287,605
-86,529
| -23% | -$2.5M | 4.99% | 5 |
|
|
2022
Q4 | $10.6M | Buy |
+374,134
| New | +$10.6M | 7.68% | 3 |
|