Partners in Financial Planning’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 | $1.4M | Sell |
47,863
-2,066
| -4% | -$60.5K | 0.26% | 35 |
|
|
2025
Q1 | $1.46M | Sell |
49,929
-1,017
| -2% | -$29.7K | 0.29% | 34 |
|
|
2024
Q4 | $1.48M | Buy |
50,946
+2,810
| +6% | +$81.5K | 0.3% | 35 |
|
|
2024
Q3 | $1.42M | Sell |
48,136
-377
| -0.8% | -$11.1K | 0.29% | 38 |
|
|
2024
Q2 | $1.4M | Sell |
48,513
-8,238
| -15% | -$238K | 0.3% | 34 |
|
|
2024
Q1 | $1.64M | Buy |
56,751
+25
| +0% | +$723 | 0.37% | 32 |
|
|
2023
Q4 | $1.65M | Sell |
56,726
-203
| -0.4% | -$5.9K | 0.39% | 31 |
|
|
2023
Q3 | $1.64M | Buy |
56,929
+299
| +0.5% | +$8.59K | 0.42% | 30 |
|
|
2023
Q2 | $1.63M | Sell |
56,630
-2,521
| -4% | -$72.6K | 0.42% | 31 |
|
|
2023
Q1 | $1.73M | Sell |
59,151
-1,339
| -2% | -$39.1K | 0.46% | 31 |
|
|
2022
Q4 | $1.75M | Buy |
+60,490
| New | +$1.75M | 0.48% | 31 |
|