CWM
Congress Wealth Management’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Sell |
11,150
-2,561,647
| -100% | -$73.7M | ﹤0.01% | 1048 |
|
|
2025
Q1 | $73.5M | Sell |
2,572,797
-373,367
| -13% | -$10.7M | 0.88% | 13 |
|
|
2024
Q4 | $82.1M | Sell |
2,946,164
-134,909
| -4% | -$3.76M | 1.13% | 9 |
|
|
2024
Q3 | $89.5M | Sell |
3,081,073
-379,135
| -11% | -$11M | 1.19% | 10 |
|
|
2024
Q2 | $97M | Sell |
3,460,208
-53,005
| -2% | -$1.49M | 1.54% | 10 |
|
|
2024
Q1 | $99M | Buy |
3,513,213
+140,327
| +4% | +$3.95M | 1.71% | 7 |
|
|
2023
Q4 | $96.3M | Sell |
3,372,886
-431,794
| -11% | -$12.3M | 1.77% | 7 |
|
|
2023
Q3 | $105M | Sell |
3,804,680
-135,399
| -3% | -$3.73M | 2.16% | 5 |
|
|
2023
Q2 | $111M | Buy |
3,940,079
+291,139
| +8% | +$8.24M | 2.58% | 4 |
|
|
2023
Q1 | $106M | Sell |
3,648,940
-566,501
| -13% | -$16.4M | 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% | +$2.49M | 2.15% | 6 |
|
|
2022
Q2 | $81.1M | Buy |
+2,751,671
| New | +$81.1M | 2.07% | 5 |
|