Lowe Wealth Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$13M	Buy	443,942 +17,304	+4%	+$506K	4.75%	5
2025 Q2	$12.5M	Buy	426,638 +30,812	+8%	+$899K	4.88%	5
2025 Q1	$11.6M	Buy	395,826 +25,795	+7%	+$750K	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%	+$721K	4.03%	6
2024 Q2	$8.46M	Buy	293,057 +33,584	+13%	+$966K	3.85%	7
2024 Q1	$7.5M	Buy	259,473 +28,814	+12%	+$835K	3.49%	7
2023 Q4	$6.7M	Buy	230,659 +62,853	+37%	+$1.81M	3.32%	7
2023 Q3	$4.82M	Buy	167,806 +104,953	+167%	+$3.02M	2.56%	9
2023 Q2	$1.81M	Buy	62,853 +46,998	+296%	+$1.37M	0.92%	14
2023 Q1	$463K	Buy	+15,855	New	+$460K	0.25%	33