Buckingham Strategic Wealth’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $941K | Sell |
32,587
-3,768
| -10% | -$109K | 0.01% | 341 |
|
|
2024
Q1 | $1.05M | Sell |
36,355
-70,575
| -66% | -$2.04M | 0.01% | 325 |
|
|
2023
Q4 | $3.11M | Sell |
106,930
-41,198
| -28% | -$1.2M | 0.04% | 185 |
|
|
2023
Q3 | $4.25M | Sell |
148,128
-32,174
| -18% | -$924K | 0.06% | 143 |
|
|
2023
Q2 | $5.19M | Buy |
180,302
+133,773
| +288% | +$3.85M | 0.07% | 130 |
|
|
2023
Q1 | $1.34M | Hold |
46,529
| – | – | 0.02% | 233 |
|
|
2022
Q4 | $1.34M | Sell |
46,529
-317
| -0.7% | -$9.16K | 0.02% | 234 |
|
|
2022
Q3 | $1.35M | Sell |
46,846
-56
| -0.1% | -$1.62K | 0.03% | 219 |
|
|
2022
Q2 | $1.38M | Buy |
46,902
+4,376
| +10% | +$129K | 0.03% | 224 |
|
|
2022
Q1 | $1.26M | Sell |
42,526
-20,665
| -33% | -$613K | 0.02% | 239 |
|
|
2021
Q4 | $1.92M | Sell |
63,191
-30,975
| -33% | -$943K | 0.04% | 186 |
|
|
2021
Q3 | $2.88M | Sell |
94,166
-59,935
| -39% | -$1.84M | 0.06% | 144 |
|
|
2021
Q2 | $4.72M | Buy |
+154,101
| New | +$4.72M | 0.11% | 105 |
|