Confluence Investment Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
2022
Q3
$6.39M Buy
2021
Q1
Sell
2020
Q4
$1.2M Buy
2020
Q3
$1.15M Buy
2018
Q1
Sell
2017
Q4
$1.99M Buy
2017
Q3
$1.93M Buy
2014
Q1
Sell
2013
Q4
$444K Buy