Kovitz Investment Group Partners’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 Q1	–	Sell	-39,580	Closed	-$1.1M	–	1297
2024 Q4	$1.1M	Sell	39,580 -6,961	-15%	-$194K	0.01%	696
2024 Q3	$1.35M	Sell	46,541 -33,666	-42%	-$978K	0.01%	558
2024 Q2	$2.25M	Sell	80,207 -2,525	-3%	-$70.8K	0.02%	414
2024 Q1	$2.33M	Buy	+82,732	New	+$2.33M	0.03%	285