SW
Simplicity Wealth’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 | $2.92M | Buy |
101,364
+67,202
| +197% | +$1.93M | 0.12% | 167 |
|
|
2025
Q1 | $976K | Buy |
34,162
+23,276
| +214% | +$665K | 0.08% | 261 |
|
|
2024
Q4 | $304K | Sell |
10,886
-21,664
| -67% | -$604K | 0.06% | 235 |
|
|
2024
Q3 | $946K | Sell |
32,550
-7,175
| -18% | -$209K | 0.09% | 203 |
|
|
2024
Q2 | $1.11M | Buy |
39,725
+13,342
| +51% | +$374K | 0.03% | 499 |
|
|
2024
Q1 | $743K | Buy |
26,383
+11,873
| +82% | +$335K | 0.02% | 606 |
|
|
2023
Q4 | $414K | Buy |
14,510
+2,077
| +17% | +$59.3K | 0.16% | 114 |
|
|
2023
Q3 | $342K | Buy |
12,433
+1,153
| +10% | +$31.7K | 0.2% | 58 |
|
|
2023
Q2 | $319K | Buy |
+11,280
| New | +$319K | 0.2% | 58 |
|