Forvis Mazars Wealth Advisors’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15,958
| Closed | -$462K | – | 411 |
|
|
2024
Q1 | $462K | Sell |
15,958
-1,291
| -7% | -$37.3K | 0.01% | 304 |
|
|
2023
Q4 | $501K | Sell |
17,249
-832
| -5% | -$24.2K | 0.01% | 281 |
|
|
2023
Q3 | $519K | Sell |
18,081
-5,025
| -22% | -$144K | 0.02% | 268 |
|
|
2023
Q2 | $665K | Buy |
23,106
+88
| +0.4% | +$2.53K | 0.02% | 250 |
|
|
2023
Q1 | $673K | Sell |
23,018
-383
| -2% | -$11.2K | 0.02% | 231 |
|
|
2022
Q4 | $676K | Sell |
23,401
-2,026
| -8% | -$58.5K | 0.02% | 227 |
|
|
2022
Q3 | $735K | Sell |
25,427
-3,519
| -12% | -$102K | 0.03% | 225 |
|
|
2022
Q2 | $853K | Buy |
+28,946
| New | +$853K | 0.03% | 199 |
|