Strategic Financial Concepts’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 | $57.2M | Buy |
+1,988,240
| New | +$57.2M | 8.05% | 2 |
|
2024
Q3 | – | Sell |
-7,329
| Closed | -$205K | – | 671 |
|
2024
Q2 | $205K | Sell |
7,329
-120
| -2% | -$3.36K | 0.12% | 119 |
|
2024
Q1 | $210K | Buy |
+7,449
| New | +$210K | 0.05% | 287 |
|
2023
Q3 | – | Sell |
-17,355
| Closed | -$491K | – | 283 |
|
2023
Q2 | $491K | Buy |
17,355
+2,440
| +16% | +$69K | 0.18% | 125 |
|
2023
Q1 | $432K | Buy |
+14,915
| New | +$432K | 0.17% | 126 |
|