SW
SkyOak Wealth’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 | – | Sell |
-7,071
| Closed | -$207K | – | 265 |
|
|
2025
Q1 | $207K | Buy |
+7,071
| New | +$207K | 0.05% | 224 |
|
|
2022
Q3 | – | Sell |
-7,003
| Closed | -$206K | – | 233 |
|
|
2022
Q2 | $206K | Sell |
7,003
-849
| -11% | -$25K | 0.07% | 188 |
|
|
2022
Q1 | $233K | Sell |
7,852
-162
| -2% | -$4.81K | 0.06% | 203 |
|
|
2021
Q4 | $244K | Buy |
8,014
+15
| +0.2% | +$457 | 0.06% | 202 |
|
|
2021
Q3 | $245K | Hold |
7,999
| – | – | 0.07% | 202 |
|
|
2021
Q2 | $245K | Hold |
7,999
| – | – | 0.07% | 193 |
|
|
2021
Q1 | $245K | Hold |
7,999
| – | – | 0.07% | 193 |
|
|
2020
Q4 | $246K | Hold |
7,999
| – | – | 0.08% | 183 |
|
|
2020
Q3 | $246K | Buy |
+7,999
| New | +$246K | 0.09% | 169 |
|