Congress Wealth Management’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $785K | Buy |
26,803
+15,596
| +139% | +$457K | 0.01% | 775 |
|
|
2025
Q1 | $328K | Hold |
11,207
| – | – | ﹤0.01% | 921 |
|
|
2024
Q4 | $325K | Buy |
11,207
+1,188
| +12% | +$34.5K | ﹤0.01% | 746 |
|
|
2024
Q3 | $295K | Hold |
10,019
| – | – | ﹤0.01% | 735 |
|
|
2024
Q2 | $289K | Sell |
10,019
-23
| -0.2% | -$664 | ﹤0.01% | 627 |
|
|
2024
Q1 | $290K | Hold |
10,042
| – | – | 0.01% | 512 |
|
|
2023
Q4 | $292K | Sell |
10,042
-1,970
| -16% | -$57.2K | 0.01% | 533 |
|
|
2023
Q3 | $345K | Sell |
12,012
-27
| -0.2% | -$775 | 0.01% | 504 |
|
|
2023
Q2 | $347K | Sell |
12,039
-518
| -4% | -$14.9K | 0.01% | 464 |
|
|
2023
Q1 | $367K | Sell |
12,557
-155
| -1% | -$4.53K | 0.01% | 457 |
|
|
2022
Q4 | $367K | Sell |
12,712
-42
| -0.3% | -$1.21K | 0.01% | 452 |
|
|
2022
Q3 | $369K | Sell |
12,754
-94
| -0.7% | -$2.72K | 0.01% | 438 |
|
|
2022
Q2 | $378K | Sell |
12,848
-1,112
| -8% | -$32.7K | 0.01% | 439 |
|
|
2022
Q1 | $413K | Sell |
13,960
-791
| -5% | -$23.4K | 0.01% | 468 |
|
|
2021
Q4 | $449K | Buy |
+14,751
| New | +$449K | 0.01% | 479 |
|