L.M. Kohn & Company’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 | $314K | Sell |
10,899
-2,068
| -16% | -$59.5K | 0.08% | 194 |
|
|
2025
Q1 | $371K | Buy |
12,967
+66
| +0.5% | +$1.89K | 0.1% | 170 |
|
|
2024
Q4 | $360K | Sell |
12,901
-42,609
| -77% | -$1.19M | 0.09% | 166 |
|
|
2024
Q3 | $1.61M | Buy |
55,510
+25,418
| +84% | +$739K | 0.41% | 44 |
|
|
2024
Q2 | $843K | Sell |
30,092
-4,555
| -13% | -$128K | 0.23% | 91 |
|
|
2024
Q1 | $976K | Buy |
34,647
+920
| +3% | +$25.9K | 0.27% | 78 |
|
|
2023
Q4 | $963K | Sell |
33,727
-1,106
| -3% | -$31.6K | 0.31% | 70 |
|
|
2023
Q3 | $959K | Buy |
34,833
+277
| +0.8% | +$7.63K | 0.35% | 61 |
|
|
2023
Q2 | $978K | Buy |
+34,556
| New | +$978K | 0.37% | 62 |
|