Kathleen S. Wright Associates’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 | – | Sell |
-590
| Closed | -$16.9K | – | 253 |
|
|
2025
Q1 | $16.9K | Hold |
590
| – | – | 0.01% | 197 |
|
|
2024
Q4 | $16.4K | Hold |
590
| – | – | 0.01% | 205 |
|
|
2024
Q3 | $17.1K | Buy |
590
+1
| +0.2% | +$29 | 0.01% | 215 |
|
|
2024
Q2 | $16.5K | Hold |
589
| – | – | 0.01% | 175 |
|
|
2024
Q1 | $16.6K | Hold |
589
| – | – | 0.01% | 168 |
|
|
2023
Q4 | $16.8K | Buy |
589
+1
| +0.2% | +$29 | 0.01% | 149 |
|
|
2023
Q3 | $16.2K | Hold |
588
| – | – | 0.01% | 142 |
|
|
2023
Q2 | $16.6K | Hold |
588
| – | – | 0.01% | 127 |
|
|
2023
Q1 | $17K | Hold |
588
| – | – | 0.01% | 123 |
|
|
2022
Q4 | $17K | Buy |
588
+473
| +411% | +$13.7K | 0.01% | 142 |
|
|
2022
Q3 | $3K | Hold |
115
| – | – | ﹤0.01% | 170 |
|
|
2022
Q2 | $3K | Sell |
115
-443
| -79% | -$11.6K | ﹤0.01% | 139 |
|
|
2022
Q1 | $17K | Buy |
+558
| New | +$17K | 0.01% | 127 |
|