Melone Private Wealth’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9M | Buy |
517,475
+5,031
| +1% | +$144K | 7.6% | 3 |
|
|
2025
Q1 | $14.6M | Buy |
512,444
+13,493
| +3% | +$386K | 7.66% | 3 |
|
|
2024
Q4 | $13.9M | Buy |
+498,951
| New | +$13.9M | 7.21% | 3 |
|
|
2023
Q4 | – | Sell |
-120,266
| Closed | -$3.31M | – | 53 |
|
|
2023
Q3 | $3.31M | Buy |
120,266
+6,888
| +6% | +$190K | 2.37% | 16 |
|
|
2023
Q2 | $3.21M | Buy |
113,378
+6,639
| +6% | +$188K | 2.26% | 16 |
|
|
2023
Q1 | $3.12M | Buy |
+106,739
| New | +$3.12M | 2.38% | 16 |
|