Ehrlich Financial Group’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.25M Sell
42,668
-28,734
-40% -$842K 0.81% 37
2025
Q1
$2.09M Sell
71,402
-586
-0.8% -$17.1K 1.52% 19
2024
Q4
$2.09M Buy
71,988
+3,344
+5% +$97K 1.48% 19
2024
Q3
$2.02M Buy
68,644
+57,621
+523% +$1.69M 1.44% 21
2024
Q2
$318K Buy
+11,023
New +$318K 0.25% 69