Golden State Wealth Management’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $522K | Buy |
17,830
+2,836
| +19% | +$83.1K | 0.06% | 223 |
|
|
2025
Q1 | $438K | Buy |
14,994
+10,619
| +243% | +$311K | 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 | – | 791 |
|
|
2020
Q1 | $1.95M | Buy |
+63,488
| New | +$1.95M | 0.86% | 23 |
|
|
2019
Q4 | – | Sell |
-2,575
| Closed | -$77K | – | 792 |
|
|
2019
Q3 | $77K | Buy |
2,575
+562
| +28% | +$16.8K | 0.03% | 354 |
|
|
2019
Q2 | $60K | Buy |
2,013
+1,806
| +872% | +$53.8K | 0.02% | 413 |
|
|
2019
Q1 | $6K | Buy |
+207
| New | +$6K | ﹤0.01% | 878 |
|