Cobblestone Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $302K | Sell |
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|
2025
Q2 | $323K | Hold |
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|
2025
Q1 | $321K | Hold |
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|
2024
Q4 | $313K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $223K | Hold |
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|
2021
Q3 | $225K | Sell |
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|
2021
Q2 | $249K | Hold |
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|
2021
Q1 | $247K | Buy |
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|
2020
Q4 | $231K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $423K | Sell |
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|
2019
Q3 | $614K | Sell |
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|
2019
Q2 | $728K | Hold |
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|
2019
Q1 | $712K | Sell |
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|
2018
Q4 | $1.07M | Hold |
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|
2018
Q3 | $1.05M | Hold |
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|
2018
Q2 | $1.06M | Buy |
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|
2018
Q1 | $1.03M | Buy |
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|
2017
Q4 | $1M | Buy |
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