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Compass Planning Associates’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Compass Planning Associates’s Portfolio SPTI Stock Details SPTI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-213
Closed -$5.95K – 136
2024
Q4 		$5.95K Buy
+213
New +$5.95K 0.01% 110