MWM
Modern Wealth Management’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 | $29.2M | Buy |
996,838
+633,977
| +175% | +$18.6M | 0.73% | 28 |
|
|
2025
Q1 | $10.6M | Buy |
362,861
+38,959
| +12% | +$1.14M | 0.34% | 72 |
|
|
2024
Q4 | $9.4M | Buy |
323,902
+253,759
| +362% | +$7.36M | 0.35% | 69 |
|
|
2024
Q3 | $2.06M | Buy |
70,143
+1,615
| +2% | +$47.5K | 0.13% | 110 |
|
|
2024
Q2 | $1.98M | Sell |
68,528
-5,766
| -8% | -$166K | 0.15% | 88 |
|
|
2024
Q1 | $2.15M | Sell |
74,294
-1,409
| -2% | -$40.7K | 0.2% | 69 |
|
|
2023
Q4 | $2.2M | Buy |
+75,703
| New | +$2.2M | 0.28% | 35 |
|