EverSource Wealth Advisors’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $162K | Hold |
5,633
| – | – | 0.01% | 952 |
|
|
2025
Q1 | $161K | Sell |
5,633
-2,778
| -33% | -$79.4K | 0.01% | 738 |
|
|
2024
Q4 | $234K | Buy |
8,411
+3,123
| +59% | +$87.1K | 0.01% | 596 |
|
|
2024
Q3 | $154K | Hold |
5,288
| – | – | 0.01% | 645 |
|
|
2024
Q2 | $151K | Hold |
5,288
| – | – | 0.01% | 655 |
|
|
2024
Q1 | $145K | Sell |
5,288
-124
| -2% | -$3.41K | 0.01% | 584 |
|
|
2023
Q4 | $155K | Buy |
5,412
+4,987
| +1,173% | +$142K | 0.01% | 502 |
|
|
2023
Q3 | $11.7K | Buy |
425
+3
| +0.7% | +$83 | ﹤0.01% | 1360 |
|
|
2023
Q2 | $11.9K | Buy |
+422
| New | +$11.9K | ﹤0.01% | 1367 |
|