Heartwood 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
Q3 | $24.9M | Buy |
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|
2025
Q2 | $24.5M | Sell |
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|
2025
Q1 | $24.5M | Buy |
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|
2024
Q4 | $23.2M | Sell |
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|
2024
Q3 | $23.5M | Buy |
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|
2024
Q2 | $22.8M | Buy |
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|
2024
Q1 | $22.5M | Buy |
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|
2023
Q4 | $20.9M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $204K | Sell |
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|
2022
Q1 | $239K | Hold |
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|
2021
Q4 | $245K | Sell |
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|
2021
Q3 | $252K | Hold |
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|
2021
Q2 | $252K | Hold |
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|
2021
Q1 | $252K | Sell |
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|
2020
Q4 | $483K | Sell |
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|
2020
Q3 | $483K | Sell |
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|
2020
Q2 | $500K | Sell |
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|
2020
Q1 | $552K | Sell |
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|
2019
Q4 | $10.3M | Buy |
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