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RKL Wealth Management’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

RKL Wealth Management’s Portfolio SPTI Stock Details SPTI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.09M Sell
37,769
-7,134
-16% -$205K 0.1% 87
2025
Q1 		$1.28M Buy
44,903
+2,267
+5% +$64.8K 0.12% 84
2024
Q4 		$1.19M Buy
42,636
+33,874
+387% +$944K 0.11% 89
2024
Q3 		$255K Buy
+8,762
New +$255K 0.02% 143