Creative Planning’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.45M | Buy |
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|
2025
Q2 | $6.33M | Buy |
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|
2025
Q1 | $779K | Buy |
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|
2024
Q4 | $488K | Buy |
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|
2024
Q3 | $295K | Sell |
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|
2024
Q2 | $299K | Buy |
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|
2024
Q1 | $269K | Buy |
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|
2023
Q4 | $248K | Buy |
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|
2023
Q3 | $122K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $5K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $144K | Buy |
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|
2017
Q1 | $141K | Hold |
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|
2016
Q4 | $141K | Sell |
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|
2016
Q3 | $190K | Sell |
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|
2016
Q2 | $243K | Sell |
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|
2016
Q1 | $260K | Buy |
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|
2015
Q4 | $222K | Sell |
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|
2015
Q3 | $283K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $289K | Sell |
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|
2014
Q4 | $290K | Hold |
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|
2014
Q3 | $289K | Sell |
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|
2014
Q2 | $318K | Buy |
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|
2014
Q1 | $294K | Hold |
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|
2013
Q4 | $293K | Sell |
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|
2013
Q3 | $329K | Buy |
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|
2013
Q2 | $306K | Buy |
|