SWM
Seaside Wealth Management’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Buy |
9,681
+28
| +0.3% | +$806 | 0.09% | 58 |
|
|
2025
Q1 | $276K | Buy |
9,653
+964
| +11% | +$27.6K | 0.1% | 50 |
|
|
2024
Q4 | $242K | Sell |
8,689
-44
| -0.5% | -$1.23K | 0.09% | 55 |
|
|
2024
Q3 | $254K | Hold |
8,733
| – | – | 0.1% | 52 |
|
|
2024
Q2 | $245K | Buy |
+8,733
| New | +$245K | 0.1% | 53 |
|
|
2023
Q4 | – | Sell |
-8,576
| Closed | -$236K | – | 52 |
|
|
2023
Q3 | $236K | Buy |
+8,576
| New | +$236K | 0.12% | 45 |
|
|
2023
Q2 | – | Sell |
-231,896
| Closed | -$6.7M | – | 54 |
|
|
2023
Q1 | $6.7M | Buy |
231,896
+9,276
| +4% | +$268K | 4.07% | 6 |
|
|
2022
Q4 | $6.29M | Buy |
222,620
+4,390
| +2% | +$124K | 4.15% | 5 |
|
|
2022
Q3 | $6.09M | Buy |
218,230
+15,646
| +8% | +$436K | 4.2% | 5 |
|
|
2022
Q2 | $6.07M | Buy |
+202,584
| New | +$6.07M | 4.6% | 5 |
|