HWA
HHM 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
Q2 | $32.1M | Sell |
1,096,694
-34,940
| -3% | -$1.02M | 3.82% | 6 |
|
|
2025
Q1 | $33.1M | Buy |
1,131,634
+19,778
| +2% | +$578K | 4.45% | 5 |
|
|
2024
Q4 | $32.3M | Buy |
1,111,856
+43,268
| +4% | +$1.26M | 4.39% | 4 |
|
|
2024
Q3 | $31.4M | Buy |
1,068,588
+282,414
| +36% | +$8.31M | 4.46% | 4 |
|
|
2024
Q2 | $22.7M | Buy |
+786,174
| New | +$22.7M | 3.42% | 7 |
|
|
2023
Q4 | – | Sell |
-335
| Closed | -$9.62K | – | 810 |
|
|
2023
Q3 | $9.62K | Hold |
335
| – | – | ﹤0.01% | 514 |
|
|
2023
Q2 | $9.65K | Buy |
+335
| New | +$9.65K | ﹤0.01% | 535 |
|