Certified Advisory Corp’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 | $12.2M | Sell |
425,056
-10,178
| -2% | -$293K | 1.27% | 18 |
|
|
2025
Q1 | $12.4M | Sell |
435,234
-44,672
| -9% | -$1.28M | 1.41% | 15 |
|
|
2024
Q4 | $13.4M | Buy |
479,906
+45,376
| +10% | +$1.27M | 1.45% | 14 |
|
|
2024
Q3 | $12.6M | Sell |
434,530
-6,143
| -1% | -$179K | 1.4% | 15 |
|
|
2024
Q2 | $12.3M | Sell |
440,673
-46,309
| -10% | -$1.3M | 1.55% | 10 |
|
|
2024
Q1 | $13.7M | Buy |
486,982
+302,213
| +164% | +$8.52M | 1.91% | 7 |
|
|
2023
Q4 | $5.28M | Sell |
184,769
-1,567
| -0.8% | -$44.8K | 0.8% | 33 |
|
|
2023
Q3 | $4.67M | Buy |
186,336
+20,844
| +13% | +$522K | 0.86% | 31 |
|
|
2023
Q2 | $4.68M | Buy |
165,492
+18,390
| +13% | +$520K | 0.86% | 30 |
|
|
2023
Q1 | $4.26M | Buy |
147,102
+79,470
| +118% | +$2.3M | 0.76% | 33 |
|
|
2022
Q4 | $1.91M | Buy |
67,632
+54,892
| +431% | +$1.55M | 0.38% | 78 |
|
|
2022
Q3 | $358K | Buy |
+12,740
| New | +$358K | 0.08% | 169 |
|