Napa Wealth Management’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
48,528
+40,622
| +514% | +$1.19M | 0.68% | 43 |
|
|
2025
Q1 | $231K | Sell |
7,906
-70,123
| -90% | -$2.05M | 0.13% | 150 |
|
|
2024
Q4 | $2.26M | Sell |
78,029
-72,924
| -48% | -$2.12M | 0.98% | 22 |
|
|
2024
Q3 | $4.44M | Buy |
150,953
+795
| +0.5% | +$23.4K | 2.1% | 4 |
|
|
2024
Q2 | $4.34M | Buy |
150,158
+54,312
| +57% | +$1.57M | 2.93% | 4 |
|
|
2024
Q1 | $2.77M | Buy |
+95,846
| New | +$2.77M | 1.46% | 5 |
|