MFT
Moisand Fitzgerald Tamayo’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Sell |
12,861
-97
| -0.7% | -$2.79K | 0.05% | 83 |
|
|
2025
Q1 | $370K | Sell |
12,958
-1,747
| -12% | -$49.9K | 0.05% | 82 |
|
|
2024
Q4 | $410K | Sell |
14,705
-6,481
| -31% | -$181K | 0.06% | 77 |
|
|
2024
Q3 | $616K | Sell |
21,186
-11,884
| -36% | -$345K | 0.08% | 66 |
|
|
2024
Q2 | $927K | Sell |
33,070
-16,644
| -33% | -$466K | 0.14% | 51 |
|
|
2024
Q1 | $1.4M | Sell |
49,714
-58,342
| -54% | -$1.64M | 0.21% | 43 |
|
|
2023
Q4 | $3.09M | Sell |
108,056
-168,593
| -61% | -$4.81M | 0.53% | 27 |
|
|
2023
Q3 | $7.62M | Buy |
276,649
+1,864
| +0.7% | +$51.3K | 1.61% | 16 |
|
|
2023
Q2 | $7.77M | Buy |
274,785
+1,292
| +0.5% | +$36.6K | 1.59% | 17 |
|
|
2023
Q1 | $7.91M | Buy |
273,493
+30,192
| +12% | +$874K | 1.69% | 16 |
|
|
2022
Q4 | $6.87M | Buy |
243,301
+9,725
| +4% | +$275K | 1.57% | 16 |
|
|
2022
Q3 | $6.57M | Sell |
233,576
-3,244
| -1% | -$91.2K | 1.8% | 16 |
|
|
2022
Q2 | $6.98M | Buy |
236,820
+182,444
| +336% | +$5.38M | 1.88% | 15 |
|
|
2022
Q1 | $1.65M | Sell |
54,376
-20,449
| -27% | -$619K | 0.75% | 25 |
|
|
2021
Q4 | $2.4M | Buy |
74,825
+1,497
| +2% | +$48K | 0.68% | 29 |
|
|
2021
Q3 | $2.37M | Buy |
73,328
+1,180
| +2% | +$38.1K | 0.8% | 30 |
|
|
2021
Q2 | $2.34M | Buy |
72,148
+1,476
| +2% | +$47.8K | 0.85% | 26 |
|
|
2021
Q1 | $2.27M | Buy |
70,672
+3,883
| +6% | +$125K | 0.98% | 24 |
|
|
2020
Q4 | $2.21M | Buy |
66,789
+4,428
| +7% | +$146K | 1% | 25 |
|
|
2020
Q3 | $2.07M | Buy |
62,361
+5,585
| +10% | +$186K | 1.07% | 24 |
|
|
2020
Q2 | $1.89M | Buy |
56,776
+6,720
| +13% | +$223K | 1.04% | 24 |
|
|
2020
Q1 | $1.66M | Sell |
50,056
-12,888
| -20% | -$427K | 1.08% | 21 |
|
|
2019
Q4 | $1.95M | Buy |
62,944
+1,060
| +2% | +$32.8K | 1% | 23 |
|
|
2019
Q3 | $1.94M | Buy |
61,884
+31,499
| +104% | +$985K | 1.05% | 21 |
|
|
2019
Q2 | $1.88M | Buy |
30,385
+454
| +2% | +$28.1K | 1.02% | 21 |
|
|
2019
Q1 | $1.81M | Sell |
29,931
-418
| -1% | -$25.3K | 1% | 22 |
|
|
2018
Q4 | $1.81M | Sell |
30,349
-1,829
| -6% | -$109K | 1.13% | 20 |
|
|
2018
Q3 | $1.87M | Buy |
32,178
+2,791
| +9% | +$162K | 1.04% | 21 |
|
|
2018
Q2 | $1.73M | Buy |
29,387
+1,748
| +6% | +$103K | 1% | 21 |
|
|
2018
Q1 | $1.63M | Buy |
+27,639
| New | +$1.63M | 0.96% | 21 |
|