Certified Advisory Corp’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	$14.1M	Buy	491,720 +37,115	+8%	+$1.07M	1.26%	20
2025 Q4	$13.1M	Buy	454,605 +11,112	+3%	+$322K	1.19%	21
2025 Q3	$12.8M	Buy	443,493 +18,437	+4%	+$530K	1.22%	20
2025 Q2	$12.2M	Sell	425,056 -10,178	-2%	-$290K	1.27%	18
2025 Q1	$12.4M	Sell	435,234 -44,672	-9%	-$1.26M	1.41%	15
2024 Q4	$13.4M	Buy	479,906 +45,376	+10%	+$1.28M	1.45%	14
2024 Q3	$12.6M	Sell	434,530 -6,143	-1%	-$176K	1.4%	15
2024 Q2	$12.3M	Sell	440,673 -46,309	-10%	-$1.29M	1.55%	10
2024 Q1	$13.7M	Buy	486,982 +302,213	+164%	+$8.53M	1.91%	7
2023 Q4	$5.28M	Sell	184,769 -1,567	-0.8%	-$43.5K	0.8%	33
2023 Q3	$4.67M	Buy	186,336 +20,844	+13%	+$583K	0.86%	31
2023 Q2	$4.68M	Buy	165,492 +18,390	+13%	+$529K	0.86%	30
2023 Q1	$4.26M	Buy	147,102 +79,470	+118%	+$2.27M	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	+$373K	0.08%	169