Impact Partnership Wealth’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 | $17.6M | Buy |
613,111
+283,159
| +86% | +$8.15M | 3.25% | 9 |
|
|
2025
Q1 | $9.43M | Buy |
329,952
+26,225
| +9% | +$750K | 2.01% | 14 |
|
|
2024
Q4 | $8.47M | Sell |
303,727
-105,628
| -26% | -$2.94M | 1.71% | 14 |
|
|
2024
Q3 | $11.9M | Buy |
409,355
+168,157
| +70% | +$4.89M | 2.68% | 10 |
|
|
2024
Q2 | $6.76M | Buy |
241,198
+122,679
| +104% | +$3.44M | 1.78% | 13 |
|
|
2024
Q1 | $3.34M | Sell |
118,519
-101,262
| -46% | -$2.85M | 1.32% | 13 |
|
|
2023
Q4 | $6.28M | Buy |
219,781
+153,268
| +230% | +$4.38M | 2.29% | 10 |
|
|
2023
Q3 | $1.83M | Buy |
66,513
+63,523
| +2,125% | +$1.75M | 0.57% | 22 |
|
|
2023
Q2 | $84.6K | Buy |
+2,990
| New | +$84.6K | 0.03% | 206 |
|