LWA
Lowe Wealth Advisors’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Buy |
426,638
+30,812
| +8% | +$902K | 4.88% | 5 |
|
|
2025
Q1 | $11.6M | Buy |
395,826
+25,795
| +7% | +$754K | 4.92% | 5 |
|
|
2024
Q4 | $10.7M | Buy |
370,031
+52,251
| +16% | +$1.52M | 4.57% | 5 |
|
|
2024
Q3 | $9.35M | Buy |
317,780
+24,723
| +8% | +$727K | 4.03% | 6 |
|
|
2024
Q2 | $8.46M | Buy |
293,057
+33,584
| +13% | +$970K | 3.85% | 7 |
|
|
2024
Q1 | $7.5M | Buy |
259,473
+28,814
| +12% | +$833K | 3.49% | 7 |
|
|
2023
Q4 | $6.7M | Buy |
230,659
+62,853
| +37% | +$1.83M | 3.32% | 7 |
|
|
2023
Q3 | $4.82M | Buy |
167,806
+104,953
| +167% | +$3.01M | 2.56% | 9 |
|
|
2023
Q2 | $1.81M | Buy |
62,853
+46,998
| +296% | +$1.35M | 0.92% | 14 |
|
|
2023
Q1 | $463K | Buy |
+15,855
| New | +$463K | 0.25% | 33 |
|