GeoWealth Management’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.13M | Sell |
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|
2024
Q3 | $1.77M | Buy |
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|
2024
Q2 | $1.68M | Buy |
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|
2024
Q1 | $1.55M | Sell |
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|
2023
Q4 | $2.92M | Buy |
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|
2023
Q3 | $1.49M | Sell |
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|
2023
Q2 | $1.7M | Buy |
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|
2023
Q1 | $919K | Buy |
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|
2022
Q4 | $702K | Buy |
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|
2022
Q3 | $545K | Sell |
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|
2022
Q2 | $576K | Buy |
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|
2022
Q1 | $527K | Buy |
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|
2021
Q4 | $513K | Buy |
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|
2021
Q3 | $374K | Buy |
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|
2021
Q2 | $215K | Buy |
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|
2021
Q1 | $152K | Sell |
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|
2020
Q4 | $163K | Sell |
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|
2020
Q3 | $3.03M | Sell |
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|
2020
Q2 | $5.44M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $309K | Sell |
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|
2019
Q3 | $1.03M | Buy |
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