SMART Wealth’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Sell |
12,841
-2,007
| -14% | -$57.7K | 0.12% | 124 |
|
|
2025
Q1 | $424K | Sell |
14,848
-16,445
| -53% | -$470K | 0.15% | 106 |
|
|
2024
Q4 | $872K | Sell |
31,293
-66,731
| -68% | -$1.86M | 0.31% | 78 |
|
|
2024
Q3 | $2.85M | Sell |
98,024
-30,015
| -23% | -$872K | 1.12% | 22 |
|
|
2024
Q2 | $3.59M | Sell |
128,039
-18,442
| -13% | -$517K | 1.45% | 21 |
|
|
2024
Q1 | $4.13M | Sell |
146,481
-40,110
| -21% | -$1.13M | 1.86% | 21 |
|
|
2023
Q4 | $5.33M | Sell |
186,591
-29,159
| -14% | -$833K | 2.91% | 10 |
|
|
2023
Q3 | $5.94M | Buy |
215,750
+6,590
| +3% | +$181K | 4.46% | 5 |
|
|
2023
Q2 | $5.92M | Sell |
209,160
-61,789
| -23% | -$1.75M | 4.47% | 6 |
|
|
2023
Q1 | $7.84M | Buy |
270,949
+41,685
| +18% | +$1.21M | 6.92% | 2 |
|
|
2022
Q4 | $6.47M | Buy |
+229,264
| New | +$6.47M | 4.87% | 2 |
|