Goldstone Financial Group’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	$620K	Sell	21,257 -1,315	-6%	-$38.5K	0.07%	156
2025 Q4	$661K	Sell	22,572 -643	-3%	-$18.8K	0.07%	147
2025 Q3	$681K	Sell	23,215 -8,072	-26%	-$236K	0.08%	143
2025 Q2	$912K	Sell	31,287 -34,723	-53%	-$1.01M	0.12%	106
2025 Q1	$1.93M	Sell	66,010 -549	-0.8%	-$16K	0.29%	63
2024 Q4	$1.93M	Sell	66,559 -37,878	-36%	-$1.1M	0.3%	61
2024 Q3	$3.07M	Sell	104,437 -7,797	-7%	-$227K	0.53%	42
2024 Q2	$3.24M	Buy	112,234 +23,338	+26%	+$672K	0.65%	38
2024 Q1	$2.57M	Buy	88,896 +20,097	+29%	+$582K	0.59%	39
2023 Q4	$2M	Buy	68,799 +19,125	+39%	+$551K	0.52%	41
2023 Q3	$1.43M	Buy	49,674 +4,358	+10%	+$125K	0.42%	47
2023 Q2	$1.3M	Buy	45,316 +15,062	+50%	+$438K	0.38%	52
2023 Q1	$884K	Buy	+30,254	New	+$878K	0.29%	60