Congress Wealth 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
2025 Q2	$321K	Sell	11,150 -2,561,647	-100%	-$73M	﹤0.01%	1048
2025 Q1	$73.5M	Sell	2,572,797 -373,367	-13%	-$10.5M	0.88%	13
2024 Q4	$82.1M	Sell	2,946,164 -134,909	-4%	-$3.81M	1.13%	9
2024 Q3	$89.5M	Sell	3,081,073 -379,135	-11%	-$10.9M	1.19%	10
2024 Q2	$97M	Sell	3,460,208 -53,005	-2%	-$1.47M	1.54%	10
2024 Q1	$99M	Buy	3,513,213 +140,327	+4%	+$3.96M	1.71%	7
2023 Q4	$96.3M	Sell	3,372,886 -431,794	-11%	-$12M	1.77%	7
2023 Q3	$105M	Sell	3,804,680 -135,399	-3%	-$3.78M	2.16%	5
2023 Q2	$111M	Buy	3,940,079 +291,139	+8%	+$8.38M	2.58%	4
2023 Q1	$106M	Sell	3,648,940 -566,501	-13%	-$16.2M	2.55%	4
2022 Q4	$119M	Buy	4,215,441 +1,375,199	+48%	+$38.8M	3.06%	2
2022 Q3	$79.9M	Buy	2,840,242 +88,571	+3%	+$2.59M	2.15%	6
2022 Q2	$81.1M	Buy	+2,751,671	New	+$81.3M	2.07%	5