Golden State Wealth Management’s State Street 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
2026 Q1	$1.08K	Sell	37 -31,171	-100%	-$912K	﹤0.01%	1440
2025 Q4	$914K	Buy	31,208 +9,496	+44%	+$278K	0.1%	165
2025 Q3	$637K	Buy	21,712 +3,882	+22%	+$113K	0.07%	209
2025 Q2	$522K	Buy	17,830 +2,836	+19%	+$82.8K	0.06%	223
2025 Q1	$438K	Buy	14,994 +10,619	+243%	+$309K	0.07%	225
2024 Q4	$127K	Buy	+4,375	New	+$127K	0.02%	391
2020 Q4	–	Sell	-10,244	Closed	-$315K	–	402
2020 Q3	$315K	Buy	+10,244	New	+$315K	0.11%	139
2020 Q2	–	Sell	-63,488	Closed	-$1.95M	–	805
2020 Q1	$1.95M	Buy	+63,488	New	+$1.92M	0.86%	23
2019 Q4	–	Sell	-2,575	Closed	-$77K	–	807
2019 Q3	$77K	Buy	2,575 +562	+28%	+$16.9K	0.03%	354
2019 Q2	$60K	Buy	2,013 +1,806	+872%	+$53.8K	0.02%	413
2019 Q1	$6K	Buy	+207	New	+$6.13K	﹤0.01%	878