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 |
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|
2025
Q1 | $2.48M | Sell |
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|
2024
Q4 | $2.73M | Buy |
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|
2024
Q3 | $2.55M | Buy |
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|
2024
Q2 | $2.33M | Sell |
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|
2024
Q1 | $2.39M | Buy |
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|
2023
Q4 | $7.08M | Buy |
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|
2023
Q3 | $2.32M | Sell |
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|
2023
Q2 | $2.51M | Sell |
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|
2023
Q1 | $2.62M | Buy |
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|
2022
Q4 | $2.57M | Sell |
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|
2022
Q3 | $6.22M | Sell |
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|
2022
Q2 | $15.7M | Buy |
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|
2022
Q1 | $8.02M | Sell |
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|
2021
Q4 | $10.2M | Buy |
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|
2021
Q3 | $10.2M | Buy |
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