Financial Advocates Investment Management’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 | $4.21M | Buy |
146,384
+9,396
| +7% | +$270K | 0.34% | 65 |
|
|
2025
Q1 | $3.92M | Sell |
136,988
-5,869
| -4% | -$168K | 0.27% | 79 |
|
|
2024
Q4 | $3.98M | Buy |
142,857
+14,530
| +11% | +$405K | 0.23% | 95 |
|
|
2024
Q3 | $3.73M | Buy |
128,327
+4,742
| +4% | +$138K | 0.21% | 106 |
|
|
2024
Q2 | $3.46M | Buy |
123,585
+7,136
| +6% | +$200K | 0.21% | 102 |
|
|
2024
Q1 | $3.28M | Buy |
116,449
+16,320
| +16% | +$460K | 0.19% | 123 |
|
|
2023
Q4 | $2.86M | Sell |
100,129
-4,652
| -4% | -$133K | 0.19% | 123 |
|
|
2023
Q3 | $2.91M | Buy |
104,781
+5,998
| +6% | +$167K | 0.21% | 121 |
|
|
2023
Q2 | $2.79M | Buy |
98,783
+80,223
| +432% | +$2.27M | 0.2% | 122 |
|
|
2023
Q1 | $537K | Buy |
18,560
+7,678
| +71% | +$222K | 0.04% | 406 |
|
|
2022
Q4 | $307K | Buy |
+10,882
| New | +$307K | 0.02% | 556 |
|