Cook Wealth’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,256
| Closed | -$351K | – | 44 |
|
|
2025
Q1 | $351K | Hold |
12,256
| – | – | 0.17% | 41 |
|
|
2024
Q4 | $342K | Hold |
12,256
| – | – | 0.16% | 45 |
|
|
2024
Q3 | $347K | Hold |
12,256
| – | – | 0.17% | 41 |
|
|
2024
Q2 | $346K | Buy |
12,256
+2,756
| +29% | +$77.9K | 0.19% | 41 |
|
|
2024
Q1 | $262K | Buy |
+9,500
| New | +$262K | 0.16% | 46 |
|