OBWP
O'Brien Wealth Partners’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 | $40.3M | Sell |
1,399,196
-3,360
| -0.2% | -$96.7K | 6.32% | 7 |
|
|
2025
Q1 | $40.1M | Sell |
1,402,556
-1,709
| -0.1% | -$48.8K | 7.46% | 6 |
|
|
2024
Q4 | $39.2M | Buy |
1,404,265
+146,423
| +12% | +$4.08M | 7.06% | 7 |
|
|
2024
Q3 | $36.6M | Buy |
1,257,842
+51,985
| +4% | +$1.51M | 7.17% | 6 |
|
|
2024
Q2 | $33.8M | Buy |
1,205,857
+27,460
| +2% | +$769K | 7.59% | 5 |
|
|
2024
Q1 | $33.2M | Buy |
1,178,397
+39,385
| +3% | +$1.11M | 7.68% | 5 |
|
|
2023
Q4 | $32.5M | Sell |
1,139,012
-7,584
| -0.7% | -$217K | 8.49% | 5 |
|
|
2023
Q3 | $31.6M | Buy |
1,146,596
+342,596
| +43% | +$9.43M | 9.05% | 5 |
|
|
2023
Q2 | $22.7M | Buy |
804,000
+26,247
| +3% | +$743K | 6.69% | 5 |
|
|
2023
Q1 | $22.5M | Buy |
777,753
+3,974
| +0.5% | +$115K | 7.09% | 5 |
|
|
2022
Q4 | $21.9M | Buy |
773,779
+332,066
| +75% | +$9.38M | 8.68% | 4 |
|
|
2022
Q3 | $12.4M | Sell |
441,713
-10,638
| -2% | -$299K | 5.23% | 5 |
|
|
2022
Q2 | $13.3M | Buy |
452,351
+2,846
| +0.6% | +$83.9K | 5.57% | 5 |
|
|
2022
Q1 | $13.3M | Sell |
449,505
-58,565
| -12% | -$1.73M | 5.26% | 5 |
|
|
2021
Q4 | $15.8M | Buy |
508,070
+1,863
| +0.4% | +$58.1K | 5.5% | 5 |
|
|
2021
Q3 | $16.4M | Buy |
506,207
+23,867
| +5% | +$771K | 5.72% | 4 |
|
|
2021
Q2 | $15.7M | Buy |
482,340
+135,221
| +39% | +$4.4M | 5.19% | 4 |
|
|
2021
Q1 | $11.2M | Buy |
+347,119
| New | +$11.2M | 3.71% | 7 |
|