Congress Wealth Management’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Sell |
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|
2025
Q1 | $73.5M | Sell |
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|
2024
Q4 | $82.1M | Sell |
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|
2024
Q3 | $89.5M | Sell |
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|
2024
Q2 | $97M | Sell |
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|
2024
Q1 | $99M | Buy |
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|
2023
Q4 | $96.3M | Sell |
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|
2023
Q3 | $105M | Sell |
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|
2023
Q2 | $111M | Buy |
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|
2023
Q1 | $106M | Sell |
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|
2022
Q4 | $119M | Buy |
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|
2022
Q3 | $79.9M | Buy |
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|
2022
Q2 | $81.1M | Buy |
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