Golden State Wealth 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 | $954K | Sell |
33,155
-2,292
| -6% | -$65.9K | 0.12% | 148 |
|
|
2025
Q1 | $1.01M | Sell |
35,447
-6,087
| -15% | -$174K | 0.15% | 118 |
|
|
2024
Q4 | $1.16M | Buy |
+41,534
| New | +$1.16M | 0.17% | 101 |
|
|
2020
Q4 | – | Sell |
-3,045
| Closed | -$101K | – | 399 |
|
|
2020
Q3 | $101K | Buy |
+3,045
| New | +$101K | 0.03% | 259 |
|
|
2020
Q2 | – | Sell |
-142
| Closed | -$5K | – | 788 |
|
|
2020
Q1 | $5K | Buy |
+142
| New | +$5K | ﹤0.01% | 752 |
|