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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $846K | Sell |
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|
2025
Q1 | $859K | Hold |
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|
2024
Q4 | $838K | Sell |
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|
2024
Q3 | $882K | Buy |
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|
2024
Q2 | $846K | Sell |
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|
2024
Q1 | $925K | Sell |
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|
2023
Q4 | $967K | Sell |
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|
2023
Q3 | $1.09M | Sell |
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|
2023
Q2 | $1.15M | Sell |
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|
2023
Q1 | $2.79M | Buy |
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|
2022
Q4 | $2.19M | Buy |
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|
2022
Q3 | $2.01M | Buy |
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|
2022
Q2 | $703K | Buy |
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|
2022
Q1 | $440K | Buy |
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|
2021
Q4 | $420K | Buy |
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