Modern Wealth Management’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
Sell
-17,563
Closed -$502K 802
2025
Q1
$502K Buy
+17,563
New +$502K 0.02% 420
2024
Q4
Sell
-9,057
Closed -$263K 599
2024
Q3
$263K Buy
+9,057
New +$263K 0.02% 368