IHT Wealth Management’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $820K | Buy |
28,511
+16,499
| +137% | +$475K | 0.02% | 554 |
|
|
2025
Q1 | $343K | Sell |
12,012
-1,765
| -13% | -$50.4K | 0.01% | 803 |
|
|
2024
Q4 | $384K | Sell |
13,777
-266,647
| -95% | -$7.43M | 0.01% | 772 |
|
|
2024
Q3 | $8.15M | Buy |
280,424
+36,892
| +15% | +$1.07M | 0.23% | 87 |
|
|
2024
Q2 | $6.82M | Buy |
243,532
+15,423
| +7% | +$432K | 0.25% | 78 |
|
|
2024
Q1 | $6.43M | Buy |
228,109
+13,508
| +6% | +$381K | 0.26% | 79 |
|
|
2023
Q4 | $6.13M | Buy |
214,601
+193,185
| +902% | +$5.52M | 0.27% | 82 |
|
|
2023
Q3 | $590K | Buy |
+21,416
| New | +$590K | 0.03% | 504 |
|
|
2023
Q2 | – | Sell |
-28,318
| Closed | -$820K | – | 1017 |
|
|
2023
Q1 | $820K | Buy |
+28,318
| New | +$820K | 0.05% | 350 |
|
|
2021
Q3 | – | Sell |
-6,801
| Closed | -$220K | – | 956 |
|
|
2021
Q2 | $220K | Buy |
+6,801
| New | +$220K | 0.01% | 834 |
|
|
2018
Q2 | – | Sell |
-810
| Closed | -$24K | – | 1219 |
|
|
2018
Q1 | $24K | Hold |
810
| – | – | 0.01% | 917 |
|
|
2017
Q4 | $24K | Sell |
810
-510
| -39% | -$15.1K | 0.01% | 935 |
|
|
2017
Q3 | $40K | Sell |
1,320
-2,010
| -60% | -$60.9K | 0.02% | 585 |
|
|
2017
Q2 | $17 | Hold |
3,330
| – | – | 0.01% | 825 |
|
|
2017
Q1 | $44K | Buy |
3,330
+332
| +11% | +$4.39K | 0.03% | 450 |
|
|
2016
Q4 | $89K | Buy |
+2,998
| New | +$89K | 0.07% | 288 |
|