Spire Wealth Management’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$146K	Hold	5,000	–	–	0.01%	874
2025 Q4	$146K	Hold	5,000	–	–	﹤0.01%	884
2025 Q3	$147K	Buy	+5,000	New	+$146K	0.01%	871
2025 Q2	–	Sell	-924	Closed	-$27K	–	2551
2025 Q1	$27K	Buy	924 +6	+0.7%	+$174	﹤0.01%	1505
2024 Q4	$26.6K	Buy	918 +13	+1%	+$378	﹤0.01%	1526
2024 Q3	$26.6K	Buy	905 +9	+1%	+$263	﹤0.01%	1349
2024 Q2	$25.9K	Sell	896 -122	-12%	-$3.51K	﹤0.01%	1349
2024 Q1	$29.4K	Buy	1,018 +6	+0.6%	+$174	﹤0.01%	1395
2023 Q4	$29.4K	Sell	1,012 -5,541	-85%	-$160K	﹤0.01%	1391
2023 Q3	$188K	Sell	6,553 -1,142	-15%	-$32.8K	0.01%	729
2023 Q2	$222K	Buy	7,695 +55	+0.7%	+$1.6K	0.01%	694
2023 Q1	$223K	Buy	7,640 +1,229	+19%	+$35.6K	0.01%	690
2022 Q4	$185K	Buy	6,411 +48	+0.8%	+$1.39K	0.01%	575
2022 Q3	$184K	Sell	6,363 -54,299	-90%	-$1.59M	0.01%	553
2022 Q2	$1.79M	Buy	60,662 +14,788	+32%	+$436K	0.07%	220
2022 Q1	$1.36M	Buy	45,874 +4	+0%	+$120	0.04%	329
2021 Q4	$1.4M	Sell	45,870 -1,430	-3%	-$43.6K	0.03%	379
2021 Q3	$1.45M	Buy	47,300 +4	+0%	+$123	0.04%	334
2021 Q2	$1.45M	Buy	47,296 +4	+0%	+$123	0.04%	342
2021 Q1	$1.45M	Buy	+47,292	New	+$1.45M	0.04%	351