Boyd Wealth Management’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 | $409K | Buy |
+14,221
| New | +$409K | 0.18% | 41 |
|
|
2023
Q3 | – | Sell |
-498,526
| Closed | -$14.1M | – | 44 |
|
|
2023
Q2 | $14.1M | Buy |
+498,526
| New | +$14.1M | 8.57% | 5 |
|
|
2023
Q1 | – | Sell |
-498,103
| Closed | -$14.1M | – | 45 |
|
|
2022
Q4 | $14.1M | Sell |
498,103
-103,032
| -17% | -$2.91M | 10.33% | 2 |
|
|
2022
Q3 | $16.9M | Buy |
601,135
+213,535
| +55% | +$6.01M | 13.53% | 2 |
|
|
2022
Q2 | $11.4M | Sell |
387,600
-115,770
| -23% | -$3.41M | 9.33% | 2 |
|
|
2022
Q1 | $15.2M | Buy |
503,370
+263,575
| +110% | +$7.98M | 11.4% | 4 |
|
|
2021
Q4 | $7.69M | Buy |
+239,795
| New | +$7.69M | 5.58% | 7 |
|