GenWealth Group’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.4M	Sell	48,767 -1,895	-4%	-$54.5K	0.28%	39
2025 Q1	$1.45M	Sell	50,662 -143	-0.3%	-$4.09K	0.32%	36
2024 Q4	$1.42M	Sell	50,805 -14,481	-22%	-$404K	0.32%	37
2024 Q3	$1.9M	Buy	65,286 +304	+0.5%	+$8.83K	0.44%	34
2024 Q2	$1.82M	Buy	64,982 +3,898	+6%	+$109K	0.45%	34
2024 Q1	$1.72M	Buy	61,084 +12,378	+25%	+$349K	0.43%	34
2023 Q4	$1.39M	Sell	48,706 -5,616	-10%	-$160K	0.38%	35
2023 Q3	$1.5M	Buy	54,322 +12,932	+31%	+$356K	0.45%	34
2023 Q2	$1.17M	Buy	41,390 +545	+1%	+$15.4K	0.34%	36
2023 Q1	$1.18M	Sell	40,845 -13,890	-25%	-$402K	0.36%	36
2022 Q4	$1.55M	Buy	54,735 +5,759	+12%	+$163K	0.51%	33
2022 Q3	$1.38M	Sell	48,976 -500	-1%	-$14.1K	0.47%	28
2022 Q2	$1.46M	Sell	49,476 -6,664	-12%	-$196K	0.47%	24
2022 Q1	$1.7M	Buy	56,140 +15,987	+40%	+$484K	0.47%	29
2021 Q4	$1.29M	Buy	40,153 +7,390	+23%	+$237K	0.35%	32
2021 Q3	$1.06M	Buy	32,763 +385	+1%	+$12.4K	0.31%	31
2021 Q2	$1.05M	Buy	32,378 +5,538	+21%	+$179K	0.31%	31
2021 Q1	$861K	Buy	26,840 +18,164	+209%	+$583K	0.27%	32
2020 Q4	$287K	Hold	8,676	–	–	0.1%	58
2020 Q3	$287K	Hold	8,676	–	–	0.1%	56
2020 Q2	$288K	Hold	8,676	–	–	0.11%	59
2020 Q1	$287K	Sell	8,676 -1,611	-16%	-$53.3K	0.13%	49
2019 Q4	$318K	Sell	10,287 -3,679	-26%	-$114K	0.12%	55
2019 Q3	$436K	Buy	13,966 +8,077	+137%	+$252K	0.18%	48
2019 Q2	$363K	Hold	5,889	–	–	0.15%	50
2019 Q1	$353K	Hold	5,889	–	–	0.16%	47
2018 Q4	$350K	Hold	5,889	–	–	0.17%	42
2018 Q3	$342K	Hold	5,889	–	–	0.16%	47
2018 Q2	$345K	Buy	+5,889	New	+$345K	0.17%	47