CWM
Certus Wealth Management’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $762K | Hold |
26,478
| – | – | 0.49% | 36 |
|
|
2025
Q1 | $749K | Sell |
26,478
-883
| -3% | -$25K | 0.51% | 35 |
|
|
2024
Q4 | $766K | Buy |
27,361
+1,758
| +7% | +$49.2K | 0.51% | 34 |
|
|
2024
Q3 | $744K | Sell |
25,603
-1,843
| -7% | -$53.6K | 0.52% | 33 |
|
|
2024
Q2 | $769K | Buy |
27,446
+136
| +0.5% | +$3.81K | 0.58% | 37 |
|
|
2024
Q1 | $758K | Sell |
27,310
-2,022
| -7% | -$56.1K | 0.6% | 34 |
|
|
2023
Q4 | $838K | Sell |
29,332
-15,012
| -34% | -$429K | 0.71% | 29 |
|
|
2023
Q3 | $1.22M | Sell |
44,344
-25,900
| -37% | -$713K | 1.17% | 21 |
|
|
2023
Q2 | $1.99M | Buy |
+70,244
| New | +$1.99M | 1.97% | 13 |
|