IHT Wealth Management’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 | $2.38M | Buy |
81,298
+23,829
| +41% | +$698K | 0.07% | 279 |
|
2025
Q1 | $1.68M | Buy |
57,469
+4,595
| +9% | +$134K | 0.05% | 323 |
|
2024
Q4 | $1.53M | Sell |
52,874
-8,440
| -14% | -$245K | 0.05% | 331 |
|
2024
Q3 | $1.8M | Sell |
61,314
-87
| -0.1% | -$2.56K | 0.05% | 346 |
|
2024
Q2 | $1.77M | Buy |
61,401
+253
| +0.4% | +$7.3K | 0.07% | 278 |
|
2024
Q1 | $1.77M | Sell |
61,148
-875
| -1% | -$25.3K | 0.07% | 284 |
|
2023
Q4 | $1.8M | Buy |
62,023
+5,373
| +9% | +$156K | 0.08% | 239 |
|
2023
Q3 | $1.63M | Buy |
56,650
+11,650
| +26% | +$335K | 0.08% | 235 |
|
2023
Q2 | $1.3M | Buy |
45,000
+5,294
| +13% | +$152K | 0.07% | 276 |
|
2023
Q1 | $1.16M | Buy |
39,706
+3,187
| +9% | +$93.2K | 0.07% | 274 |
|
2022
Q4 | $1.06M | Buy |
+36,519
| New | +$1.06M | 0.07% | 289 |
|
2022
Q3 | – | Sell |
-6,792
| Closed | -$200K | – | 905 |
|
2022
Q2 | $200K | Sell |
6,792
-4,691
| -41% | -$138K | 0.02% | 668 |
|
2022
Q1 | $340K | Sell |
11,483
-7,611
| -40% | -$225K | 0.03% | 530 |
|
2021
Q4 | $581K | Sell |
19,094
-24,022
| -56% | -$731K | 0.04% | 394 |
|
2021
Q3 | $1.32M | Sell |
43,116
-38,594
| -47% | -$1.18M | 0.11% | 189 |
|
2021
Q2 | $2.5M | Sell |
81,710
-346
| -0.4% | -$10.6K | 0.16% | 132 |
|
2021
Q1 | $2.52M | Buy |
82,056
+48,006
| +141% | +$1.47M | 0.18% | 127 |
|
2020
Q4 | $1.05M | Hold |
34,050
| – | – | 0.09% | 235 |
|
2020
Q3 | $1.05M | Buy |
34,050
+1,724
| +5% | +$52.9K | 0.1% | 202 |
|
2020
Q2 | $993K | Buy |
+32,326
| New | +$993K | 0.14% | 164 |
|
2020
Q1 | – | Sell |
-11,119
| Closed | -$333K | – | 648 |
|
2019
Q4 | $333K | Buy |
+11,119
| New | +$333K | 0.04% | 423 |
|