Lifeworks Advisors’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	$903K	Buy	31,495 +2,472	+9%	+$71.3K	0.12%	137
2025 Q4	$837K	Sell	29,023 -175	-0.6%	-$5.06K	0.11%	154
2025 Q3	$844K	Sell	29,198 -210	-0.7%	-$6.03K	0.11%	151
2025 Q2	$846K	Sell	29,408 -662	-2%	-$18.9K	0.13%	141
2025 Q1	$859K	Hold	30,070	–	–	0.14%	137
2024 Q4	$838K	Sell	30,070 -279	-0.9%	-$7.89K	0.15%	127
2024 Q3	$882K	Buy	30,349 +172	+0.6%	+$4.94K	0.17%	124
2024 Q2	$846K	Sell	30,177 -2,657	-8%	-$73.9K	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%	-$154K	0.33%	84
2023 Q3	$1.09M	Sell	39,418 -1,358	-3%	-$38K	0.42%	77
2023 Q2	$1.15M	Sell	40,776 -55,698	-58%	-$1.6M	0.49%	67
2023 Q1	$2.79M	Buy	96,474 +18,859	+24%	+$539K	1.32%	24
2022 Q4	$2.19M	Buy	77,615 +5,612	+8%	+$158K	1.24%	27
2022 Q3	$2.01M	Buy	72,003 +48,159	+202%	+$1.41M	1.15%	26
2022 Q2	$703K	Buy	23,844 +9,304	+64%	+$275K	0.45%	77
2022 Q1	$440K	Buy	14,540 +1,446	+11%	+$45.1K	0.29%	88
2021 Q4	$420K	Buy	+13,094	New	+$420K	0.33%	85