GeoWealth Management’s State Street 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 | $387K | Buy |
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|
2025
Q2 | $273K | Buy |
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|
2025
Q1 | $194K | Buy |
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|
2024
Q4 | $111K | Sell |
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|
2024
Q3 | $131K | Sell |
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|
2024
Q2 | $328K | Sell |
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|
2024
Q1 | $1.18M | Sell |
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|
2023
Q4 | $2.74M | Buy |
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|
2023
Q3 | $676K | Buy |
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|
2023
Q2 | $602K | Sell |
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|
2023
Q1 | $762K | Buy |
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|
2022
Q4 | $722K | Sell |
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|
2022
Q3 | $1.18M | Buy |
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|
2022
Q2 | $341K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $222K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $208K | Buy |
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