OneDigital Investment Advisors’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 | $13.8M | Buy |
479,859
+4,364
| +0.9% | +$126K | 0.15% | 126 |
|
|
2025
Q1 | $13.6M | Buy |
475,495
+17,637
| +4% | +$504K | 0.16% | 123 |
|
|
2024
Q4 | $12.8M | Sell |
457,858
-3,477
| -0.8% | -$96.9K | 0.15% | 132 |
|
|
2024
Q3 | $13.4M | Buy |
461,335
+13,279
| +3% | +$386K | 0.15% | 123 |
|
|
2024
Q2 | $12.6M | Buy |
448,056
+119,818
| +37% | +$3.36M | 0.16% | 117 |
|
|
2024
Q1 | $9.25M | Sell |
328,238
-402,847
| -55% | -$11.4M | 0.15% | 136 |
|
|
2023
Q4 | $20.9M | Buy |
731,085
+143,060
| +24% | +$4.09M | 0.37% | 60 |
|
|
2023
Q3 | $16.2M | Sell |
588,025
-584,000
| -50% | -$16.1M | 0.35% | 63 |
|
|
2023
Q2 | $33.2M | Buy |
1,172,025
+114,211
| +11% | +$3.23M | 0.73% | 32 |
|
|
2023
Q1 | $30.6M | Buy |
1,057,814
+449,236
| +74% | +$13M | 0.72% | 32 |
|
|
2022
Q4 | $17.2M | Buy |
608,578
+153,226
| +34% | +$4.33M | 0.5% | 44 |
|
|
2022
Q3 | $12.8M | Buy |
+455,352
| New | +$12.8M | 0.47% | 42 |
|