Lifeworks Advisors’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 | $846K | Sell |
29,408
-662
| -2% | -$19K | 0.13% | 141 |
|
|
2025
Q1 | $859K | Hold |
30,070
| – | – | 0.14% | 137 |
|
|
2024
Q4 | $838K | Sell |
30,070
-279
| -0.9% | -$7.78K | 0.15% | 127 |
|
|
2024
Q3 | $882K | Buy |
30,349
+172
| +0.6% | +$5K | 0.17% | 124 |
|
|
2024
Q2 | $846K | Sell |
30,177
-2,657
| -8% | -$74.4K | 0.24% | 96 |
|
|
2024
Q1 | $925K | Sell |
32,834
-1,038
| -3% | -$29.3K | 0.26% | 90 |
|
|
2023
Q4 | $967K | Sell |
33,872
-5,546
| -14% | -$158K | 0.33% | 84 |
|
|
2023
Q3 | $1.09M | Sell |
39,418
-1,358
| -3% | -$37.4K | 0.42% | 77 |
|
|
2023
Q2 | $1.15M | Sell |
40,776
-55,698
| -58% | -$1.58M | 0.49% | 67 |
|
|
2023
Q1 | $2.79M | Buy |
96,474
+18,859
| +24% | +$546K | 1.32% | 24 |
|
|
2022
Q4 | $2.19M | Buy |
77,615
+5,612
| +8% | +$158K | 1.23% | 27 |
|
|
2022
Q3 | $2.01M | Buy |
72,003
+48,159
| +202% | +$1.34M | 1.14% | 26 |
|
|
2022
Q2 | $703K | Buy |
23,844
+9,304
| +64% | +$274K | 0.45% | 77 |
|
|
2022
Q1 | $440K | Buy |
14,540
+1,446
| +11% | +$43.8K | 0.29% | 87 |
|
|
2021
Q4 | $420K | Buy |
+13,094
| New | +$420K | 0.33% | 85 |
|