OBWP
O'Brien Wealth Partners’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Sell |
392,507
-1,601
| -0.4% | -$46.9K | 1.8% | 16 |
|
|
2025
Q1 | $11.5M | Sell |
394,108
-2,325
| -0.6% | -$68K | 2.15% | 15 |
|
|
2024
Q4 | $11.5M | Buy |
396,433
+33,987
| +9% | +$986K | 2.07% | 15 |
|
|
2024
Q3 | $10.7M | Buy |
362,446
+8,113
| +2% | +$239K | 2.09% | 15 |
|
|
2024
Q2 | $10.2M | Buy |
354,333
+12,871
| +4% | +$372K | 2.3% | 13 |
|
|
2024
Q1 | $9.88M | Buy |
341,462
+10,411
| +3% | +$301K | 2.28% | 11 |
|
|
2023
Q4 | $9.62M | Buy |
331,051
+7,806
| +2% | +$227K | 2.51% | 10 |
|
|
2023
Q3 | $9.28M | Buy |
+323,245
| New | +$9.28M | 2.66% | 10 |
|