Narus Financial Partners’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 | $2.51M | Buy |
87,378
+3,686
| +4% | +$106K | 0.78% | 22 |
|
|
2025
Q1 | $2.39M | Sell |
83,692
-670
| -0.8% | -$19.1K | 0.81% | 24 |
|
|
2024
Q4 | $2.35M | Sell |
84,362
-16,615
| -16% | -$463K | 0.8% | 24 |
|
|
2024
Q3 | $2.93M | Buy |
100,977
+4,775
| +5% | +$139K | 1.05% | 14 |
|
|
2024
Q2 | $2.7M | Buy |
96,202
+3,364
| +4% | +$94.3K | 1.09% | 15 |
|
|
2024
Q1 | $2.62M | Buy |
92,838
+7,197
| +8% | +$203K | 1.12% | 19 |
|
|
2023
Q4 | $2.45M | Sell |
85,641
-8,957
| -9% | -$256K | 1.18% | 15 |
|
|
2023
Q3 | $2.6M | Buy |
94,598
+3,469
| +4% | +$95.5K | 1.34% | 13 |
|
|
2023
Q2 | $2.58M | Buy |
91,129
+3,729
| +4% | +$105K | 1.33% | 13 |
|
|
2023
Q1 | $2.53M | Buy |
87,400
+7,860
| +10% | +$227K | 1.37% | 12 |
|
|
2022
Q4 | $2.25M | Sell |
79,540
-11,214
| -12% | -$317K | 1.3% | 12 |
|
|
2022
Q3 | $2.55M | Buy |
90,754
+4,289
| +5% | +$121K | 1.61% | 7 |
|
|
2022
Q2 | $2.55M | Sell |
86,465
-27,186
| -24% | -$801K | 1.62% | 10 |
|
|
2022
Q1 | $3.44M | Buy |
+113,651
| New | +$3.44M | 1.93% | 6 |
|
|
2021
Q1 | $2.19M | Buy |
+68,161
| New | +$2.19M | 1.3% | 9 |
|
|
2019
Q4 | $1.31M | Buy |
42,267
+14,969
| +55% | +$463K | 0.92% | 12 |
|
|
2019
Q3 | $854K | Buy |
27,298
+7,062
| +35% | +$221K | 0.63% | 14 |
|
|
2019
Q2 | $625K | Buy |
+20,236
| New | +$625K | 0.48% | 19 |
|