Kovitz Investment Group Partners’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 | $13.5M | Buy |
461,037
+282
| +0.1% | +$8.26K | 0.06% | 255 |
|
|
2025
Q1 | $13.5M | Buy |
460,755
+22,585
| +5% | +$660K | 0.07% | 223 |
|
|
2024
Q4 | $12.7M | Sell |
438,170
-59,137
| -12% | -$1.72M | 0.06% | 228 |
|
|
2024
Q3 | $14.6M | Buy |
497,307
+31,088
| +7% | +$914K | 0.1% | 170 |
|
|
2024
Q2 | $13.5M | Sell |
466,219
-24,773
| -5% | -$715K | 0.12% | 131 |
|
|
2024
Q1 | $14.2M | Buy |
+490,992
| New | +$14.2M | 0.18% | 80 |
|