Napa 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 |
-10,442
| Closed | -$298K | – | 178 |
|
|
2025
Q1 | $298K | Sell |
10,442
-15,889
| -60% | -$454K | 0.17% | 140 |
|
|
2024
Q4 | $734K | Sell |
26,331
-40,458
| -61% | -$1.13M | 0.32% | 87 |
|
|
2024
Q3 | $1.94M | Buy |
66,789
+3,802
| +6% | +$110K | 0.92% | 27 |
|
|
2024
Q2 | $1.76M | Buy |
62,987
+43,228
| +219% | +$1.21M | 1.19% | 21 |
|
|
2024
Q1 | $557K | Buy |
+19,759
| New | +$557K | 0.29% | 29 |
|