SWM
SigFig Wealth Management’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Sell |
96,106
-4,769
| -5% | -$140K | 0.09% | 75 |
|
|
2025
Q1 | $3.04M | Sell |
100,875
-3,817
| -4% | -$115K | 0.11% | 65 |
|
|
2024
Q4 | $3.15M | Sell |
104,692
-5,168
| -5% | -$156K | 0.11% | 67 |
|
|
2024
Q3 | $3.29M | Sell |
109,860
-3,534
| -3% | -$106K | 0.12% | 64 |
|
|
2024
Q2 | $3.38M | Sell |
113,394
-9,979
| -8% | -$298K | 0.13% | 63 |
|
|
2024
Q1 | $3.64M | Sell |
123,373
-11,303
| -8% | -$333K | 0.13% | 61 |
|
|
2023
Q4 | $3.88M | Sell |
134,676
-9,817
| -7% | -$283K | 0.15% | 57 |
|
|
2023
Q3 | $4.12M | Sell |
144,493
-10,698
| -7% | -$305K | 0.17% | 61 |
|
|
2023
Q2 | $4.77M | Sell |
155,191
-7,405
| -5% | -$228K | 0.19% | 55 |
|
|
2023
Q1 | $4.98M | Sell |
162,596
-13,565
| -8% | -$416K | 0.27% | 48 |
|
|
2022
Q4 | $5.29M | Sell |
176,161
-228
| -0.1% | -$6.85K | 0.26% | 43 |
|
|
2022
Q3 | $5.48M | Sell |
176,389
-11,284
| -6% | -$351K | 0.29% | 39 |
|
|
2022
Q2 | $5.62M | Sell |
187,673
-10,422
| -5% | -$312K | 0.29% | 38 |
|
|
2022
Q1 | $5.76M | Sell |
198,095
-6,891
| -3% | -$200K | 0.28% | 37 |
|
|
2021
Q4 | $5.98M | Buy |
204,986
+7,505
| +4% | +$219K | 0.28% | 37 |
|
|
2021
Q3 | $6.05M | Buy |
197,481
+18,709
| +10% | +$573K | 0.3% | 35 |
|
|
2021
Q2 | $5.48M | Buy |
178,772
+22,523
| +14% | +$690K | 0.29% | 33 |
|
|
2021
Q1 | $4.79M | Buy |
156,249
+14,057
| +10% | +$431K | 0.29% | 33 |
|
|
2020
Q4 | $4.37M | Buy |
142,192
+3,833
| +3% | +$118K | 0.32% | 29 |
|
|
2020
Q3 | $4.25M | Buy |
138,359
+9,597
| +7% | +$295K | 0.39% | 27 |
|
|
2020
Q2 | $3.96M | Buy |
128,762
+10,203
| +9% | +$313K | 0.42% | 24 |
|
|
2020
Q1 | $3.64M | Sell |
118,559
-4,160
| -3% | -$128K | 0.49% | 24 |
|
|
2019
Q4 | $3.68M | Buy |
122,719
+1,377
| +1% | +$41.3K | 0.45% | 26 |
|
|
2019
Q3 | $3.64M | Buy |
121,342
+94
| +0.1% | +$2.82K | 0.52% | 26 |
|
|
2019
Q2 | $3.64M | Buy |
121,248
+940
| +0.8% | +$28.2K | 0.57% | 28 |
|
|
2019
Q1 | $3.58M | Buy |
120,308
+2,224
| +2% | +$66.2K | 0.63% | 28 |
|
|
2018
Q4 | $3.49M | Sell |
118,084
-3,996
| -3% | -$118K | 0.74% | 28 |
|
|
2018
Q3 | $3.6M | Buy |
122,080
+2,844
| +2% | +$83.8K | 0.74% | 29 |
|
|
2018
Q2 | $3.53M | Sell |
119,236
-1,944
| -2% | -$57.5K | 0.91% | 29 |
|
|
2018
Q1 | $3.6M | Buy |
+121,180
| New | +$3.6M | 2.1% | 19 |
|