CWM
Collaborative Wealth Management’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Sell |
17,676
-3,803
| -18% | -$111K | 0.23% | 88 |
|
|
2025
Q1 | $628K | Sell |
21,479
-2,548
| -11% | -$74.5K | 0.29% | 75 |
|
|
2024
Q4 | $697K | Buy |
24,027
+1,177
| +5% | +$34.1K | 0.32% | 66 |
|
|
2024
Q3 | $672K | Buy |
22,850
+806
| +4% | +$23.7K | 0.3% | 72 |
|
|
2024
Q2 | $636K | Buy |
22,044
+3,824
| +21% | +$110K | 0.31% | 69 |
|
|
2024
Q1 | $527K | Buy |
18,220
+9,674
| +113% | +$280K | 0.26% | 85 |
|
|
2023
Q4 | $248K | Sell |
8,546
-2,530
| -23% | -$73.5K | 0.13% | 138 |
|
|
2023
Q3 | $318K | Buy |
11,076
+137
| +1% | +$3.94K | 0.19% | 114 |
|
|
2023
Q2 | $315K | Sell |
10,939
-6,716
| -38% | -$193K | 0.19% | 119 |
|
|
2023
Q1 | $516K | Buy |
17,655
+7,171
| +68% | +$210K | 0.33% | 77 |
|
|
2022
Q4 | $303K | Sell |
10,484
-66
| -0.6% | -$1.91K | 0.2% | 127 |
|
|
2022
Q3 | $305K | Sell |
10,550
-629
| -6% | -$18.2K | 0.22% | 122 |
|
|
2022
Q2 | $329K | Buy |
+11,179
| New | +$329K | 0.22% | 125 |
|
|
2021
Q4 | $700K | Buy |
+22,993
| New | +$700K | 0.38% | 85 |
|
|
2021
Q1 | $468K | Buy |
+15,790
| New | +$468K | 0.27% | 114 |
|