PWAC
Private Wealth Advisors (California)’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Sell |
8,128
-386
| -5% | -$11.3K | 0.09% | 75 |
|
|
2025
Q1 | $249K | Sell |
8,514
-2,189
| -20% | -$64K | 0.09% | 74 |
|
|
2024
Q4 | $310K | Sell |
10,703
-296,002
| -97% | -$8.59M | 0.12% | 69 |
|
|
2024
Q3 | $9M | Sell |
306,705
-1,202
| -0.4% | -$35.3K | 3.45% | 5 |
|
|
2024
Q2 | $8.85M | Sell |
307,907
-5,142
| -2% | -$148K | 3.41% | 4 |
|
|
2024
Q1 | $9.05M | Sell |
313,049
-14,832
| -5% | -$429K | 3.69% | 7 |
|
|
2023
Q4 | $9.52M | Buy |
+327,881
| New | +$9.52M | 3.71% | 5 |
|