PIA
Perennial Investment 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 | $858K | Sell |
29,824
-243
| -0.8% | -$6.99K | 0.08% | 191 |
|
|
2025
Q1 | $859K | Buy |
30,067
+3,125
| +12% | +$89.3K | 0.1% | 177 |
|
|
2024
Q4 | $751K | Sell |
26,942
-2,735
| -9% | -$76.2K | 0.09% | 180 |
|
|
2024
Q3 | $862K | Buy |
29,677
+3,541
| +14% | +$103K | 0.11% | 161 |
|
|
2024
Q2 | $732K | Sell |
26,136
-241
| -0.9% | -$6.75K | 0.1% | 157 |
|
|
2024
Q1 | $743K | Buy |
26,377
+787
| +3% | +$22.2K | 0.11% | 151 |
|
|
2023
Q4 | $731K | Sell |
25,590
-79,883
| -76% | -$2.28M | 0.12% | 140 |
|
|
2023
Q3 | $2.9M | Sell |
105,473
-534
| -0.5% | -$14.7K | 0.52% | 45 |
|
|
2023
Q2 | $3M | Buy |
106,007
+16,440
| +18% | +$465K | 0.53% | 42 |
|
|
2023
Q1 | $2.59M | Buy |
+89,567
| New | +$2.59M | 0.48% | 48 |
|