IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Sell |
65,166
-10,208
| -14% | -$294K | 0.05% | 365 |
|
|
2025
Q1 | $2.15M | Buy |
75,374
+9,238
| +14% | +$264K | 0.07% | 341 |
|
|
2024
Q4 | $1.84M | Buy |
66,136
+1,258
| +2% | +$35.1K | 0.06% | 348 |
|
|
2024
Q3 | $1.89M | Buy |
64,878
+56,269
| +654% | +$1.64M | 0.07% | 315 |
|
|
2024
Q2 | $241K | Buy |
8,609
+1,772
| +26% | +$49.6K | 0.01% | 950 |
|
|
2024
Q1 | $193K | Sell |
6,837
-254
| -4% | -$7.16K | 0.01% | 1015 |
|
|
2023
Q4 | $203K | Sell |
7,091
-14,811
| -68% | -$423K | 0.01% | 937 |
|
|
2023
Q3 | $603K | Sell |
21,902
-49,598
| -69% | -$1.37M | 0.03% | 529 |
|
|
2023
Q2 | $2.02M | Buy |
71,500
+1,466
| +2% | +$41.5K | 0.08% | 251 |
|
|
2023
Q1 | $4.1M | Sell |
70,034
-25
| -0% | -$1.46K | 0.18% | 112 |
|
|
2022
Q4 | $4.1M | Buy |
70,059
+35,729
| +104% | +$2.09M | 0.11% | 184 |
|
|
2022
Q3 | $2.06M | Buy |
34,330
+6,880
| +25% | +$414K | 0.05% | 386 |
|
|
2022
Q2 | $1.61M | Hold |
27,450
| – | – | 0.05% | 419 |
|
|
2022
Q1 | $1.61M | Buy |
27,450
+13,325
| +94% | +$782K | 0.05% | 419 |
|
|
2021
Q4 | $455K | Sell |
14,125
-15,428
| -52% | -$497K | 0.01% | 621 |
|
|
2021
Q3 | $969K | Buy |
29,553
+5,978
| +25% | +$196K | 0.02% | 396 |
|
|
2021
Q2 | $762K | Buy |
23,575
+9,431
| +67% | +$305K | 0.02% | 437 |
|
|
2021
Q1 | $455K | Sell |
14,144
-2,712
| -16% | -$87.2K | 0.01% | 553 |
|
|
2020
Q4 | $555K | Sell |
16,856
-26,416
| -61% | -$870K | 0.02% | 476 |
|
|
2020
Q3 | $1.43M | Buy |
43,272
+36,114
| +505% | +$1.2M | 0.09% | 227 |
|
|
2020
Q2 | $238K | Buy |
7,158
+1,794
| +33% | +$59.7K | 0.02% | 604 |
|
|
2020
Q1 | $177K | Buy |
5,364
+1,073
| +25% | +$35.4K | 0.02% | 612 |
|
|
2019
Q4 | $132K | Buy |
4,291
+272
| +7% | +$8.37K | 0.01% | 807 |
|
|
2019
Q3 | $125K | Buy |
+4,019
| New | +$125K | 0.01% | 954 |
|
|
2019
Q1 | – | Sell |
-100
| Closed | -$3K | – | 3272 |
|
|
2018
Q4 | $3K | Sell |
100
-2
| -2% | -$60 | ﹤0.01% | 3017 |
|
|
2018
Q3 | $3K | Sell |
102
-1,644
| -94% | -$48.4K | ﹤0.01% | 3406 |
|
|
2018
Q2 | $51K | Buy |
1,746
+1,518
| +666% | +$44.3K | ﹤0.01% | 1876 |
|
|
2018
Q1 | $7K | Hold |
228
| – | – | ﹤0.01% | 3020 |
|
|
2017
Q4 | $7K | Buy |
228
+50
| +28% | +$1.54K | ﹤0.01% | 3017 |
|
|
2017
Q3 | $5K | Hold |
178
| – | – | ﹤0.01% | 3376 |
|
|
2017
Q2 | $5K | Buy |
178
+2
| +1% | +$56 | ﹤0.01% | 3393 |
|
|
2017
Q1 | $5K | Sell |
176
-3,616
| -95% | -$103K | ﹤0.01% | 3288 |
|
|
2016
Q4 | $113K | Buy |
3,792
+3,598
| +1,855% | +$107K | 0.01% | 1380 |
|
|
2016
Q3 | $6K | Buy |
194
+64
| +49% | +$1.98K | ﹤0.01% | 3131 |
|
|
2016
Q2 | $4K | Buy |
+130
| New | +$4K | ﹤0.01% | 3256 |
|
|
2016
Q1 | – | Sell |
-2,152
| Closed | -$65K | – | 3314 |
|
|
2015
Q4 | $65K | Buy |
+2,152
| New | +$65K | ﹤0.01% | 1444 |
|