Geneos Wealth Management’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $224K | Sell |
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|
2025
Q2 | $263K | Sell |
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|
2025
Q1 | $522K | Buy |
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|
2024
Q4 | $270K | Buy |
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|
2024
Q3 | $249K | Sell |
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|
2024
Q2 | $279K | Sell |
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|
2024
Q1 | $286K | Buy |
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|
2023
Q4 | $287K | Hold |
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|
2023
Q3 | $277K | Buy |
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|
2023
Q2 | $251K | Buy |
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|
2023
Q1 | $249K | Hold |
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|
2022
Q4 | $243K | Hold |
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|
2022
Q3 | $242K | Sell |
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|
2022
Q2 | $402K | Buy |
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|
2022
Q1 | $401K | Buy |
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|
2021
Q4 | $396K | Hold |
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|
2021
Q3 | $400K | Buy |
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|
2021
Q2 | $320K | Buy |
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|
2021
Q1 | $285K | Sell |
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|
2020
Q4 | $286K | Buy |
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|
2020
Q3 | $76K | Buy |
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|
2020
Q2 | $48K | Buy |
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|
2020
Q1 | $12K | Hold |
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|
2019
Q4 | $11K | Sell |
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|
2019
Q3 | $30K | Sell |
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|
2019
Q2 | $406K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $69K | Buy |
|