Leicht Financial Planning & Wealth Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$27M	Buy	940,643 +595	+0.1%	+$17.2K	12.23%	3
2025 Q4	$27.1M	Buy	940,048 +79,381	+9%	+$2.3M	12.12%	3
2025 Q3	$24.9M	Sell	860,667 -9,120	-1%	-$262K	11.21%	3
2025 Q2	$25M	Sell	869,787 -6,465	-0.7%	-$184K	11.89%	3
2025 Q1	$25M	Buy	876,252 +43,289	+5%	+$1.22M	13.1%	2
2024 Q4	$23.2M	Buy	832,963 +5,120	+0.6%	+$145K	11.88%	2
2024 Q3	$24.1M	Sell	827,843 -5,662	-0.7%	-$163K	12.11%	2
2024 Q2	$23.4M	Buy	833,505 +31,839	+4%	+$886K	12.44%	2
2024 Q1	$22.6M	Buy	801,666 +82,028	+11%	+$2.32M	12.38%	2
2023 Q4	$20.6M	Sell	719,638 -40,639	-5%	-$1.13M	11.79%	2
2023 Q3	$20.9M	Buy	760,277 +19,308	+3%	+$540K	12.92%	2
2023 Q2	$21M	Buy	740,969 +94,230	+15%	+$2.71M	12.66%	2
2023 Q1	$18.7M	Buy	646,739 +468,999	+264%	+$13.4M	11.52%	3
2022 Q4	$5.02M	Buy	177,740 +2,077	+1%	+$58.6K	3.37%	14
2022 Q3	$4.94M	Sell	175,663 -6,525	-4%	-$191K	3.53%	13
2022 Q2	$5.37M	Sell	182,188 -4,248	-2%	-$125K	3.63%	14
2022 Q1	$5.65M	Buy	186,436 +2,588	+1%	+$80.7K	3.36%	15
2021 Q4	$5.89M	Sell	183,848 -115,638	-39%	-$3.71M	3.36%	13
2021 Q3	$9.75M	Buy	299,486 +11,170	+4%	+$364K	5.86%	6
2021 Q2	$9.4M	Buy	288,316 +2,611	+0.9%	+$84.4K	5.71%	4
2021 Q1	$9.16M	Buy	285,705 +15,569	+6%	+$508K	5.93%	5
2020 Q4	$8.93M	Sell	270,136 -14,892	-5%	-$492K	6.05%	6
2020 Q3	$9.47M	Sell	285,028 -16,596	-6%	-$552K	7.03%	7
2020 Q2	$10M	Sell	301,624 -294,735	-49%	-$9.76M	7.95%	5
2020 Q1	$19.8M	Buy	596,359 +509,197	+584%	+$16.2M	19.1%	1
2019 Q4	$2.7M	Buy	+87,162	New	+$2.71M	2.45%	10