Plante Moran Financial Advisors’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
Q1 | – | Sell |
-162
| Closed | -$4.7K | – | 964 |
|
|
2024
Q4 | $4.7K | Hold |
162
| – | – | ﹤0.01% | 695 |
|
|
2024
Q3 | $4.76K | Buy |
+162
| New | +$4.76K | ﹤0.01% | 687 |
|
|
2023
Q2 | – | Sell |
-1,833
| Closed | -$53.6K | – | 894 |
|
|
2023
Q1 | $53.6K | Buy |
+1,833
| New | +$53.6K | 0.01% | 287 |
|
|
2021
Q1 | – | Sell |
-245
| Closed | -$8K | – | 1134 |
|
|
2020
Q4 | $8K | Hold |
245
| – | – | ﹤0.01% | 657 |
|
|
2020
Q3 | $8K | Hold |
245
| – | – | ﹤0.01% | 637 |
|
|
2020
Q2 | $8K | Buy |
+245
| New | +$8K | ﹤0.01% | 545 |
|