Retirement Planning Group (Kansas)’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.17M Sell
249,265
-54,873
-18% -$1.58M 0.31% 35
2025
Q1
$8.69M Sell
304,138
-12,358
-4% -$353K 0.41% 30
2024
Q4
$8.82M Sell
316,496
-12,221
-4% -$341K 0.44% 28
2024
Q3
$9.55M Sell
328,717
-1,208
-0.4% -$35.1K 0.52% 28
2024
Q2
$9.24M Sell
329,925
-1,783
-0.5% -$50K 0.59% 23
2024
Q1
$9.35M Buy
+331,708
New +$9.35M 0.72% 21