CWM
Collaborative 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 | $1.59M | Buy |
55,133
+3,333
| +6% | +$95.9K | 0.69% | 33 |
|
|
2025
Q1 | $1.48M | Buy |
51,800
+1,595
| +3% | +$45.6K | 0.69% | 34 |
|
|
2024
Q4 | $1.4M | Buy |
50,205
+5,003
| +11% | +$139K | 0.64% | 35 |
|
|
2024
Q3 | $1.31M | Sell |
45,202
-2,794
| -6% | -$81.2K | 0.59% | 36 |
|
|
2024
Q2 | $1.34M | Sell |
47,996
-1,648
| -3% | -$46.2K | 0.66% | 35 |
|
|
2024
Q1 | $1.4M | Buy |
49,644
+1,888
| +4% | +$53.2K | 0.7% | 34 |
|
|
2023
Q4 | $1.36M | Buy |
47,756
+12,941
| +37% | +$370K | 0.74% | 32 |
|
|
2023
Q3 | $958K | Buy |
34,815
+2,569
| +8% | +$70.7K | 0.57% | 43 |
|
|
2023
Q2 | $912K | Buy |
32,246
+4,924
| +18% | +$139K | 0.54% | 45 |
|
|
2023
Q1 | $791K | Buy |
27,322
+5,065
| +23% | +$147K | 0.5% | 54 |
|
|
2022
Q4 | $629K | Buy |
22,257
+130
| +0.6% | +$3.67K | 0.41% | 71 |
|
|
2022
Q3 | $622K | Sell |
22,127
-2,661
| -11% | -$74.8K | 0.44% | 70 |
|
|
2022
Q2 | $731K | Buy |
+24,788
| New | +$731K | 0.48% | 67 |
|
|
2021
Q4 | $882K | Buy |
+27,518
| New | +$882K | 0.48% | 66 |
|
|
2021
Q1 | $856K | Buy |
+28,260
| New | +$856K | 0.49% | 64 |
|