Independent Advisor Alliance’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 | $935K | Buy |
32,486
+8,948
| +38% | +$257K | 0.03% | 433 |
|
|
2025
Q1 | $673K | Sell |
23,538
-1,423,582
| -98% | -$40.7M | 0.02% | 454 |
|
|
2024
Q4 | $40.3M | Buy |
1,447,120
+1,420,236
| +5,283% | +$39.6M | 0.53% | 34 |
|
|
2024
Q3 | $781K | Buy |
26,884
+148
| +0.6% | +$4.3K | 0.03% | 373 |
|
|
2024
Q2 | $749K | Buy |
26,736
+3,024
| +13% | +$84.7K | 0.03% | 382 |
|
|
2024
Q1 | $668K | Buy |
23,712
+8,484
| +56% | +$239K | 0.02% | 394 |
|
|
2023
Q4 | $435K | Buy |
+15,228
| New | +$435K | 0.02% | 464 |
|