GPWA
Great Point Wealth Advisors’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $15.1M | Sell |
515,626
-2,658
| -0.5% | -$77.7K | 3.26% | 11 |
|
|
2024
Q4 | $15M | Buy |
518,284
+2,435
| +0.5% | +$70.6K | 3.29% | 9 |
|
|
2024
Q3 | $15.2M | Sell |
515,849
-54,243
| -10% | -$1.6M | 3.24% | 9 |
|
|
2024
Q2 | $16.5M | Buy |
570,092
+14,992
| +3% | +$433K | 3.76% | 6 |
|
|
2024
Q1 | $16.1M | Buy |
555,100
+441,728
| +390% | +$12.8M | 3.74% | 7 |
|
|
2023
Q4 | $3.29M | Sell |
113,372
-26,918
| -19% | -$782K | 0.86% | 28 |
|
|
2023
Q3 | $4.03M | Sell |
140,290
-8,370
| -6% | -$240K | 1.21% | 26 |
|
|
2023
Q2 | $4.28M | Sell |
148,660
-5,725
| -4% | -$165K | 1.29% | 24 |
|
|
2023
Q1 | $4.51M | Sell |
154,385
-8,621
| -5% | -$252K | 1.43% | 23 |
|
|
2022
Q4 | $4.71M | Sell |
163,006
-81,648
| -33% | -$2.36M | 1.58% | 23 |
|
|
2022
Q3 | $7.07M | Sell |
244,654
-112,825
| -32% | -$3.26M | 2.64% | 12 |
|
|
2022
Q2 | $10.5M | Buy |
357,479
+346,097
| +3,041% | +$10.2M | 3.73% | 10 |
|
|
2022
Q1 | $337K | Sell |
11,382
-9,410
| -45% | -$279K | 0.11% | 49 |
|
|
2021
Q4 | $633K | Hold |
20,792
| – | – | 0.19% | 32 |
|
|
2021
Q3 | $637K | Sell |
20,792
-170
| -0.8% | -$5.21K | 0.22% | 32 |
|
|
2021
Q2 | $642K | Sell |
20,962
-2
| -0% | -$61 | 0.22% | 32 |
|
|
2021
Q1 | $643K | Sell |
20,964
-417,225
| -95% | -$12.8M | 0.25% | 30 |
|
|
2020
Q4 | $13.5M | Sell |
438,189
-358,975
| -45% | -$11M | 5.78% | 6 |
|
|
2020
Q3 | $24.5M | Hold |
797,164
| – | – | 12.63% | 1 |
|
|
2020
Q2 | $24.5M | Buy |
797,164
+708,053
| +795% | +$21.8M | 12.63% | 1 |
|
|
2020
Q1 | $2.74M | Buy |
+89,111
| New | +$2.74M | 2.29% | 11 |
|