SageView Advisory Group’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-22,733
Closed -$647K 807
2023
Q4
$647K Sell
22,733
-2,682
-11% -$76.3K 0.03% 336
2023
Q3
$700K Buy
25,415
+7,268
+40% +$200K 0.04% 269
2023
Q2
$513K Buy
+18,147
New +$513K 0.03% 349