EverSource Wealth Advisors’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.8K | Sell |
2,862
-9,201
| -76% | -$269K | ﹤0.01% | 1297 |
|
|
2025
Q1 | $353K | Buy |
12,063
+9,325
| +341% | +$273K | 0.02% | 470 |
|
|
2024
Q4 | $79.4K | Buy |
2,738
+715
| +35% | +$20.7K | ﹤0.01% | 988 |
|
|
2024
Q3 | $59.5K | Hold |
2,023
| – | – | ﹤0.01% | 995 |
|
|
2024
Q2 | $58.9K | Hold |
2,023
| – | – | ﹤0.01% | 1011 |
|
|
2024
Q1 | $58.1K | Hold |
2,023
| – | – | ﹤0.01% | 913 |
|
|
2023
Q4 | $58.8K | Buy |
+2,023
| New | +$58.8K | 0.01% | 836 |
|