Perigon Wealth Management’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
$757K Buy
25,850
+6,891
+36% +$202K 0.02% 559
2025
Q1
$554K Buy
+18,959
New +$554K 0.01% 611
2021
Q1
Sell
-710
Closed -$22K 946
2020
Q4
$22K Buy
+710
New +$22K ﹤0.01% 1006