RFS
Richardson Financial Services’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 | $307K | Sell |
10,723
-3,176
| -23% | -$90.9K | 0.21% | 122 |
|
|
2025
Q1 | $397K | Buy |
13,899
+13
| +0.1% | +$372 | 0.3% | 98 |
|
|
2024
Q4 | $388K | Sell |
13,886
-1,287
| -8% | -$35.9K | 0.27% | 99 |
|
|
2024
Q3 | $425K | Buy |
15,173
+241
| +2% | +$6.76K | 0.27% | 93 |
|
|
2024
Q2 | $418K | Sell |
14,932
-5,974
| -29% | -$167K | 0.3% | 91 |
|
|
2024
Q1 | $589K | Sell |
20,906
-389
| -2% | -$11K | 0.42% | 70 |
|
|
2023
Q4 | $608K | Buy |
+21,295
| New | +$608K | 0.53% | 57 |
|