Householder Group Estate & Retirement Specialist’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $177K | Sell |
6,359
-33,201
| -84% | -$924K | 0.13% | 107 |
|
2024
Q3 | $1.15M | Buy |
39,560
+655
| +2% | +$19K | 0.33% | 67 |
|
2024
Q2 | $1.09M | Buy |
38,905
+10,301
| +36% | +$289K | 0.31% | 73 |
|
2024
Q1 | $806K | Buy |
28,604
+1,426
| +5% | +$40.2K | 0.24% | 89 |
|
2023
Q4 | $776K | Sell |
27,178
-3,453
| -11% | -$98.6K | 0.26% | 79 |
|
2023
Q3 | $843K | Buy |
+30,631
| New | +$843K | 0.3% | 69 |
|
2023
Q1 | $117K | Buy |
+4,031
| New | +$117K | 0.04% | 274 |
|