Capital Analysts LLC’s State Street 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
2026 Q1	$120K	Buy	4,179 +1,362	+48%	+$39.3K	﹤0.01%	750
2025 Q4	$81K	Buy	2,817 +27	+1%	+$781	﹤0.01%	818
2025 Q3	$81K	Buy	2,790 +675	+32%	+$19.4K	﹤0.01%	782
2025 Q2	$61K	Buy	2,115 +20	+1%	+$570	﹤0.01%	774
2025 Q1	$60K	Buy	+2,095	New	+$59K	﹤0.01%	753
2023 Q4	–	Sell	-775	Closed	-$21K	–	1206
2023 Q3	$21K	Buy	+775	New	+$21.7K	﹤0.01%	764
2021 Q1	–	Sell	-1,142	Closed	-$38K	–	1100
2020 Q4	$38K	Buy	1,142 +2	+0.2%	+$66	﹤0.01%	450
2020 Q3	$38K	Buy	1,140 +1	+0.1%	+$33	﹤0.01%	439
2020 Q2	$38K	Buy	1,139 +4	+0.4%	+$132	﹤0.01%	403
2020 Q1	$38K	Buy	1,135 +2	+0.2%	+$64	﹤0.01%	373
2019 Q4	$35K	Buy	1,133 +7	+0.6%	+$218	﹤0.01%	437
2019 Q3	$35K	Buy	+1,126	New	+$35K	﹤0.01%	427