Brown Financial Advisors’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	$1.64M	Sell	56,943 -449	-0.8%	-$12.9K	0.64%	58
2025 Q1	$1.64M	Buy	+57,392	New	+$1.64M	0.68%	57
2024 Q4	–	Sell	-42,150	Closed	-$1.22M	–	138
2024 Q3	$1.22M	Buy	42,150 +1,639	+4%	+$47.6K	0.5%	63
2024 Q2	$1.14M	Buy	+40,511	New	+$1.14M	0.51%	66