Key Financial Inc’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 | $6.69M | Sell |
232,670
-6,928
| -3% | -$199K | 1.35% | 18 |
|
|
2025
Q1 | $6.85M | Buy |
239,598
+9,240
| +4% | +$264K | 1.49% | 15 |
|
|
2024
Q4 | $6.42M | Sell |
230,358
-5,593
| -2% | -$156K | 1.46% | 16 |
|
|
2024
Q3 | $6.86M | Buy |
235,951
+17,346
| +8% | +$504K | 1.52% | 15 |
|
|
2024
Q2 | $6.13M | Buy |
218,605
+17,390
| +9% | +$487K | 1.47% | 15 |
|
|
2024
Q1 | $5.67M | Buy |
201,215
+18,566
| +10% | +$523K | 1.45% | 17 |
|
|
2023
Q4 | $5.22M | Buy |
+182,649
| New | +$5.22M | 1.43% | 16 |
|