Gerber Kawasaki Wealth & Investment Management’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Sell |
74,174
-808
| -1% | -$23.2K | 0.08% | 108 |
|
|
2025
Q1 | $2.14M | Buy |
74,982
+1,224
| +2% | +$35K | 0.1% | 105 |
|
|
2024
Q4 | $2.06M | Sell |
73,758
-2,176
| -3% | -$60.7K | 0.09% | 103 |
|
|
2024
Q3 | $2.21M | Buy |
75,934
+10,363
| +16% | +$301K | 0.1% | 104 |
|
|
2024
Q2 | $1.84M | Buy |
65,571
+2,044
| +3% | +$57.3K | 0.09% | 103 |
|
|
2024
Q1 | $1.79M | Buy |
63,527
+608
| +1% | +$17.1K | 0.1% | 108 |
|
|
2023
Q4 | $1.8M | Sell |
62,919
-2,757
| -4% | -$78.7K | 0.11% | 103 |
|
|
2023
Q3 | $1.81M | Sell |
65,676
-6,403
| -9% | -$176K | 0.12% | 98 |
|
|
2023
Q2 | $2.04M | Buy |
72,079
+16,516
| +30% | +$467K | 0.14% | 90 |
|
|
2023
Q1 | $1.61M | Buy |
+55,563
| New | +$1.61M | 0.13% | 95 |
|