Roberts Wealth Advisors’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.26M Sell
2025
Q1
$2.48M Sell
2024
Q4
$2.73M Buy
2024
Q3
$2.55M Buy
2024
Q2
$2.33M Sell
2024
Q1
$2.39M Buy
2023
Q4
$7.08M Buy
2023
Q3
$2.32M Sell
2023
Q2
$2.51M Sell
2023
Q1
$2.62M Buy
2022
Q4
$2.57M Sell
2022
Q3
$6.22M Sell
2022
Q2
$15.7M Buy
2022
Q1
$8.02M Sell
2021
Q4
$10.2M Buy
2021
Q3
$10.2M Buy