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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.22M | Buy |
216,875
+3,790
| +2% | +$109K | ﹤0.01% | 1024 |
|
|
2025
Q4 | $6.15M | Sell |
213,085
-10,002
| -4% | -$289K | ﹤0.01% | 868 |
|
|
2025
Q3 | $6.45M | Buy |
223,087
+3,205
| +1% | +$92.1K | ﹤0.01% | 744 |
|
|
2025
Q2 | $6.33M | Buy |
219,882
+192,612
| +706% | +$5.49M | 0.01% | 682 |
|
|
2025
Q1 | $779K | Buy |
27,270
+9,762
| +56% | +$275K | ﹤0.01% | 1923 |
|
|
2024
Q4 | $488K | Buy |
17,508
+7,354
| +72% | +$208K | ﹤0.01% | 2246 |
|
|
2024
Q3 | $295K | Sell |
10,154
-530
| -5% | -$15.2K | ﹤0.01% | 2534 |
|
|
2024
Q2 | $299K | Buy |
10,684
+1,127
| +12% | +$31.3K | ﹤0.01% | 2354 |
|
|
2024
Q1 | $269K | Buy |
9,557
+864
| +10% | +$24.4K | ﹤0.01% | 2341 |
|
|
2023
Q4 | $248K | Buy |
8,693
+4,273
| +97% | +$119K | ﹤0.01% | 2239 |
|
|
2023
Q3 | $122K | Buy |
+4,420
| New | +$124K | ﹤0.01% | 2361 |
|
|
2022
Q2 | – | Sell |
-160
| Closed | -$5K | – | 2526 |
|
|
2022
Q1 | $5K | Buy |
+160
| New | +$4.99K | ﹤0.01% | 2249 |
|
|
2017
Q3 | – | Sell |
-4,790
| Closed | -$144K | – | 3462 |
|
|
2017
Q2 | $144K | Buy |
4,790
+74
| +2% | +$2.23K | ﹤0.01% | 1720 |
|
|
2017
Q1 | $141K | Hold |
4,716
| – | – | ﹤0.01% | 1727 |
|
|
2016
Q4 | $141K | Sell |
4,716
-1,480
| -24% | -$44.6K | ﹤0.01% | 1625 |
|
|
2016
Q3 | $190K | Sell |
6,196
-1,672
| -21% | -$51.3K | ﹤0.01% | 1428 |
|
|
2016
Q2 | $243K | Sell |
7,868
-652
| -8% | -$19.9K | ﹤0.01% | 1162 |
|
|
2016
Q1 | $260K | Buy |
8,520
+1,152
| +16% | +$35K | ﹤0.01% | 1090 |
|
|
2015
Q4 | $222K | Sell |
7,368
-1,968
| -21% | -$59.2K | ﹤0.01% | 1143 |
|
|
2015
Q3 | $283K | Buy |
+9,336
| New | +$281K | ﹤0.01% | 1001 |
|
|
2015
Q2 | – | Sell |
-9,532
| Closed | -$289K | – | 2748 |
|
|
2015
Q1 | $289K | Sell |
9,532
-156
| -2% | -$4.71K | ﹤0.01% | 1016 |
|
|
2014
Q4 | $290K | Hold |
9,688
| – | – | ﹤0.01% | 954 |
|
|
2014
Q3 | $289K | Sell |
9,688
-962
| -9% | -$28.7K | ﹤0.01% | 881 |
|
|
2014
Q2 | $318K | Buy |
10,650
+738
| +7% | +$22K | ﹤0.01% | 812 |
|
|
2014
Q1 | $294K | Hold |
9,912
| – | – | ﹤0.01% | 830 |
|
|
2013
Q4 | $293K | Sell |
9,912
-1,122
| -10% | -$33.4K | 0.01% | 686 |
|
|
2013
Q3 | $329K | Buy |
11,034
+792
| +8% | +$23.5K | 0.01% | 563 |
|
|
2013
Q2 | $306K | Buy |
+10,242
| New | +$310K | 0.01% | 539 |
|
Other funds holding SPTI
MERSOM
MG
MFG
GI
