SWM

SFG 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	–	Sell	-75,270	Closed	-$2.15M	–	120
2025 Q1	$2.15M	Buy	+75,270	New	+$2.15M	1.05%	18
2023 Q1	–	Sell	-9,374	Closed	-$265K	–	91
2022 Q4	$265K	Buy	+9,374	New	+$265K	0.33%	57