Lifeworks Advisors’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $775K | Sell |
26,474
-173
| -0.6% | -$5.07K | 0.12% | 154 |
|
|
2025
Q1 | $779K | Sell |
26,647
-6,024
| -18% | -$176K | 0.13% | 143 |
|
|
2024
Q4 | $948K | Buy |
32,671
+314
| +1% | +$9.11K | 0.17% | 120 |
|
|
2024
Q3 | $952K | Sell |
32,357
-4,619
| -12% | -$136K | 0.19% | 117 |
|
|
2024
Q2 | $1.07M | Sell |
36,976
-6,908
| -16% | -$199K | 0.3% | 83 |
|
|
2024
Q1 | $1.27M | Sell |
43,884
-10,120
| -19% | -$293K | 0.36% | 81 |
|
|
2023
Q4 | $1.57M | Buy |
54,004
+10,956
| +25% | +$318K | 0.54% | 60 |
|
|
2023
Q3 | $1.24M | Buy |
43,048
+35,230
| +451% | +$1.01M | 0.48% | 65 |
|
|
2023
Q2 | $225K | Sell |
7,818
-27,336
| -78% | -$787K | 0.1% | 149 |
|
|
2023
Q1 | $1.03M | Buy |
35,154
+2,861
| +9% | +$83.6K | 0.49% | 75 |
|
|
2022
Q4 | $933K | Buy |
32,293
+2,770
| +9% | +$80K | 0.53% | 69 |
|
|
2022
Q3 | $851K | Buy |
29,523
+11,813
| +67% | +$341K | 0.48% | 75 |
|
|
2022
Q2 | $522K | Buy |
17,710
+4,660
| +36% | +$137K | 0.33% | 88 |
|
|
2022
Q1 | $387K | Buy |
13,050
+376
| +3% | +$11.2K | 0.26% | 90 |
|
|
2021
Q4 | $386K | Buy |
+12,674
| New | +$386K | 0.31% | 90 |
|