KWM
Kingsview Wealth Management’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.1M | Buy |
2,750,028
+28,946
| +1% | +$833K | 1.34% | 13 |
|
|
2025
Q1 | $77.8M | Sell |
2,721,082
-160,427
| -6% | -$4.59M | 1.47% | 13 |
|
|
2024
Q4 | $80.3M | Buy |
2,881,509
+2,718,481
| +1,667% | +$75.8M | 1.56% | 11 |
|
|
2024
Q3 | $4.74M | Sell |
163,028
-162,583
| -50% | -$4.72M | 0.1% | 205 |
|
|
2024
Q2 | $9.12M | Buy |
325,611
+17,173
| +6% | +$481K | 0.22% | 91 |
|
|
2024
Q1 | $8.69M | Buy |
308,438
+12,262
| +4% | +$346K | 0.22% | 103 |
|
|
2023
Q4 | $8.46M | Buy |
296,176
+18,017
| +6% | +$515K | 0.25% | 93 |
|
|
2023
Q3 | $7.66M | Buy |
278,159
+82,472
| +42% | +$2.27M | 0.28% | 82 |
|
|
2023
Q2 | $5.54M | Buy |
195,687
+8,339
| +4% | +$236K | 0.22% | 100 |
|
|
2023
Q1 | $5.42M | Buy |
187,348
+379
| +0.2% | +$11K | 0.23% | 96 |
|
|
2022
Q4 | $5.28M | Buy |
186,969
+2,498
| +1% | +$70.5K | 0.23% | 108 |
|
|
2022
Q3 | $5.19M | Buy |
184,471
+843
| +0.5% | +$23.7K | 0.25% | 95 |
|
|
2022
Q2 | $5.41M | Buy |
183,628
+10,842
| +6% | +$320K | 0.26% | 97 |
|
|
2022
Q1 | $5.23M | Buy |
172,786
+9,653
| +6% | +$292K | 0.23% | 102 |
|
|
2021
Q4 | $5.23M | Buy |
163,133
+10,396
| +7% | +$333K | 0.22% | 103 |
|
|
2021
Q3 | $4.94M | Buy |
152,737
+91,143
| +148% | +$2.94M | 0.23% | 96 |
|
|
2021
Q2 | $1.99M | Buy |
61,594
+15,371
| +33% | +$497K | 0.1% | 224 |
|
|
2021
Q1 | $1.49M | Buy |
46,223
+17,598
| +61% | +$565K | 0.08% | 246 |
|
|
2020
Q4 | $946K | Buy |
28,625
+12,104
| +73% | +$400K | 0.07% | 294 |
|
|
2020
Q3 | $549K | Buy |
16,521
+5,965
| +57% | +$198K | 0.05% | 349 |
|
|
2020
Q2 | $351K | Buy |
10,556
+451
| +4% | +$15K | 0.04% | 411 |
|
|
2020
Q1 | $335K | Buy |
+10,105
| New | +$335K | 0.05% | 327 |
|