Jones Financial Companies’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 | $984K | Buy |
34,292
+2,724
| +9% | +$78.2K | ﹤0.01% | 1011 |
|
|
2025
Q1 | $900K | Buy |
31,568
+15,355
| +95% | +$438K | ﹤0.01% | 901 |
|
|
2024
Q4 | $452K | Buy |
16,213
+4,306
| +36% | +$120K | ﹤0.01% | 1031 |
|
|
2024
Q3 | $347K | Buy |
11,907
+3,451
| +41% | +$101K | ﹤0.01% | 950 |
|
|
2024
Q2 | $237K | Buy |
8,456
+3,977
| +89% | +$111K | ﹤0.01% | 776 |
|
|
2024
Q1 | $126K | Buy |
+4,479
| New | +$126K | ﹤0.01% | 548 |
|