Ehrlich Financial Group’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	$1.53M	Buy	+53,019	New	+$1.53M	0.99%	30
2024 Q2	–	Sell	-16,247	Closed	-$458K	–	113
2024 Q1	$458K	Sell	16,247 -53,038	-77%	-$1.49M	0.39%	59
2023 Q4	$1.98M	Buy	+69,285	New	+$1.98M	1.98%	14