PFA
Pathway Financial Advisors’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 | $978K | Sell |
33,991
-3,925
| -10% | -$113K | 0.14% | 59 |
|
|
2025
Q1 | $1.08M | Sell |
37,916
-567
| -1% | -$16.2K | 0.2% | 56 |
|
|
2024
Q4 | $1.07M | Sell |
38,483
-2,144
| -5% | -$59.8K | 0.25% | 52 |
|
|
2024
Q3 | $1.18M | Hold |
40,627
| – | – | 0.3% | 45 |
|
|
2024
Q2 | $1.14M | Buy |
40,627
+7,285
| +22% | +$204K | 0.31% | 45 |
|
|
2024
Q1 | $940K | Sell |
33,342
-1,560
| -4% | -$44K | 0.25% | 49 |
|
|
2023
Q4 | $997K | Buy |
+34,902
| New | +$997K | 0.29% | 47 |
|