Concord Wealth Partners’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.6M | Sell |
959,465
-2,468
| -0.3% | -$71K | 4.02% | 7 |
|
|
2025
Q1 | $27.5M | Sell |
961,933
-179,784
| -16% | -$5.14M | 4.51% | 2 |
|
|
2024
Q4 | $31.8M | Buy |
+1,141,717
| New | +$31.8M | 5.21% | 1 |
|
|
2023
Q1 | – | Sell |
-3,470
| Closed | -$98K | – | 1206 |
|
|
2022
Q4 | $98K | Buy |
+3,470
| New | +$98K | 0.03% | 256 |
|
|
2022
Q3 | – | Sell |
-40
| Closed | -$1K | – | 1006 |
|
|
2022
Q2 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 1195 |
|