Key Financial Inc’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.48M | Sell |
221,237
-9,374
| -4% | -$275K | 1.3% | 20 |
|
|
2025
Q1 | $6.74M | Buy |
230,611
+1,718
| +0.8% | +$50.2K | 1.47% | 16 |
|
|
2024
Q4 | $6.64M | Sell |
228,893
-6,937
| -3% | -$201K | 1.51% | 14 |
|
|
2024
Q3 | $6.94M | Buy |
235,830
+14,680
| +7% | +$432K | 1.53% | 14 |
|
|
2024
Q2 | $6.38M | Buy |
221,150
+15,047
| +7% | +$434K | 1.53% | 14 |
|
|
2024
Q1 | $5.96M | Buy |
206,103
+19,500
| +10% | +$564K | 1.52% | 15 |
|
|
2023
Q4 | $5.42M | Buy |
186,603
+185,675
| +20,008% | +$5.39M | 1.48% | 14 |
|
|
2023
Q3 | $26.7K | Buy |
928
+175
| +23% | +$5.03K | 0.01% | 510 |
|
|
2023
Q2 | $21.7K | Buy |
753
+443
| +143% | +$12.8K | 0.01% | 557 |
|
|
2023
Q1 | $9.06K | Buy |
+310
| New | +$9.06K | ﹤0.01% | 708 |
|