Leicht Financial Planning & Wealth Management’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 | $25M | Sell |
869,787
-6,465
| -0.7% | -$186K | 11.89% | 3 |
|
|
2025
Q1 | $25M | Buy |
876,252
+43,289
| +5% | +$1.24M | 13.1% | 2 |
|
|
2024
Q4 | $23.2M | Buy |
832,963
+5,120
| +0.6% | +$143K | 11.88% | 2 |
|
|
2024
Q3 | $24.1M | Sell |
827,843
-5,662
| -0.7% | -$165K | 12.11% | 2 |
|
|
2024
Q2 | $23.4M | Buy |
833,505
+31,839
| +4% | +$892K | 12.44% | 2 |
|
|
2024
Q1 | $22.6M | Buy |
801,666
+82,028
| +11% | +$2.31M | 12.38% | 2 |
|
|
2023
Q4 | $20.6M | Sell |
719,638
-40,639
| -5% | -$1.16M | 11.79% | 2 |
|
|
2023
Q3 | $20.9M | Buy |
760,277
+19,308
| +3% | +$532K | 12.92% | 2 |
|
|
2023
Q2 | $21M | Buy |
740,969
+94,230
| +15% | +$2.67M | 12.66% | 2 |
|
|
2023
Q1 | $18.7M | Buy |
646,739
+468,999
| +264% | +$13.6M | 11.52% | 3 |
|
|
2022
Q4 | $5.02M | Buy |
177,740
+2,077
| +1% | +$58.7K | 3.37% | 14 |
|
|
2022
Q3 | $4.94M | Sell |
175,663
-6,525
| -4% | -$184K | 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% | +$78.4K | 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% | +$85.1K | 5.71% | 4 |
|
|
2021
Q1 | $9.17M | Buy |
285,705
+15,569
| +6% | +$499K | 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% | -$551K | 7.03% | 7 |
|
|
2020
Q2 | $10M | Sell |
301,624
-294,735
| -49% | -$9.78M | 7.95% | 5 |
|
|
2020
Q1 | $19.8M | Buy |
596,359
+509,197
| +584% | +$16.9M | 19.1% | 1 |
|
|
2019
Q4 | $2.7M | Buy |
+87,162
| New | +$2.7M | 2.45% | 10 |
|