Root Financial Partners’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 | $468K | Buy |
16,252
+82
| +0.5% | +$2.36K | 0.05% | 128 |
|
|
2025
Q1 | $462K | Sell |
16,170
-1,377
| -8% | -$39.4K | 0.05% | 119 |
|
|
2024
Q4 | $489K | Buy |
17,547
+1,134
| +7% | +$31.6K | 0.06% | 117 |
|
|
2024
Q3 | $477K | Buy |
16,413
+298
| +2% | +$8.66K | 0.08% | 95 |
|
|
2024
Q2 | $452K | Buy |
16,115
+18
| +0.1% | +$504 | 0.11% | 72 |
|
|
2024
Q1 | $454K | Buy |
16,097
+11
| +0.1% | +$310 | 0.13% | 61 |
|
|
2023
Q4 | $459K | Buy |
16,086
+1,779
| +12% | +$50.8K | 0.17% | 54 |
|
|
2023
Q3 | $394K | Buy |
+14,307
| New | +$394K | 0.21% | 49 |
|