Great Point Wealth Advisors’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $15.1M | Sell |
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|
2024
Q4 | $15M | Buy |
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|
2024
Q3 | $15.2M | Sell |
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|
2024
Q2 | $16.5M | Buy |
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|
2024
Q1 | $16.1M | Buy |
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|
2023
Q4 | $3.29M | Sell |
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|
2023
Q3 | $4.03M | Sell |
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|
2023
Q2 | $4.28M | Sell |
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|
2023
Q1 | $4.51M | Sell |
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|
2022
Q4 | $4.71M | Sell |
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|
2022
Q3 | $7.07M | Sell |
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|
2022
Q2 | $10.5M | Buy |
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|
2022
Q1 | $337K | Sell |
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|
2021
Q4 | $633K | Hold |
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|
2021
Q3 | $637K | Sell |
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|
2021
Q2 | $642K | Sell |
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|
2021
Q1 | $643K | Sell |
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|
2020
Q4 | $13.5M | Sell |
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|
2020
Q3 | $24.5M | Hold |
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|
2020
Q2 | $24.5M | Buy |
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|
2020
Q1 | $2.74M | Buy |
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