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Concord Asset Management (Virginia)’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Concord Asset Management (Virginia)’s Portfolio SPTI Stock Details SPTI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$27.6M Buy
959,465
+51,653
+6% +$1.49M 4.15% 7
2025
Q1 		$25.8M Sell
907,812
-232,900
-20% -$6.63M 5.69% 3
2024
Q4 		$31.8M Buy
+1,140,712
New +$31.8M 6.99% 1