Congress Wealth Management’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$785K	Buy	26,803 +15,596	+139%	+$455K	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%	-$662	﹤0.01%	627
2024 Q1	$290K	Hold	10,042	–	–	0.01%	512
2023 Q4	$292K	Sell	10,042 -1,970	-16%	-$56.7K	0.01%	533
2023 Q3	$345K	Sell	12,012 -27	-0.2%	-$776	0.01%	504
2023 Q2	$347K	Sell	12,039 -518	-4%	-$15.1K	0.01%	464
2023 Q1	$367K	Sell	12,557 -155	-1%	-$4.5K	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%	-$2.75K	0.01%	438
2022 Q2	$378K	Sell	12,848 -1,112	-8%	-$32.8K	0.01%	439
2022 Q1	$413K	Sell	13,960 -791	-5%	-$23.8K	0.01%	468
2021 Q4	$449K	Buy	+14,751	New	+$450K	0.01%	482