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 |
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|
2025
Q1 | $328K | Hold |
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|
2024
Q4 | $325K | Buy |
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|
2024
Q3 | $295K | Hold |
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|
2024
Q2 | $289K | Sell |
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|
2024
Q1 | $290K | Hold |
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|
2023
Q4 | $292K | Sell |
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|
2023
Q3 | $345K | Sell |
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|
2023
Q2 | $347K | Sell |
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|
2023
Q1 | $367K | Sell |
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|
2022
Q4 | $367K | Sell |
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|
2022
Q3 | $369K | Sell |
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|
2022
Q2 | $378K | Sell |
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|
2022
Q1 | $413K | Sell |
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|
2021
Q4 | $449K | Buy |
|