Strategic Financial Partners’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
$7.81M Buy
271,504
+195,325
+256% +$5.62M 3.63% 7
2025
Q1
$2.18M Buy
76,179
+1,269
+2% +$36.3K 1.15% 19
2024
Q4
$2.09M Sell
74,910
-8,210
-10% -$229K 1.07% 20
2024
Q3
$2.42M Sell
83,120
-723
-0.9% -$21K 1.23% 20
2024
Q2
$2.35M Sell
83,843
-1,821
-2% -$51K 1.29% 19
2024
Q1
$2.41M Sell
85,664
-5,007
-6% -$141K 1.34% 20
2023
Q4
$2.59M Sell
90,671
-91,214
-50% -$2.61M 1.5% 15
2023
Q3
$5.01M Sell
181,885
-154,191
-46% -$4.24M 3.04% 9
2023
Q2
$9.51M Buy
336,076
+173,399
+107% +$4.91M 5.42% 5
2023
Q1
$4.71M Sell
162,677
-377,321
-70% -$10.9M 2.88% 11
2022
Q4
$15.3M Buy
539,998
+138,778
+35% +$3.92M 9.31% 3
2022
Q3
$11.3M Buy
401,220
+17,485
+5% +$492K 7.19% 6
2022
Q2
$11.3M Buy
383,735
+188,403
+96% +$5.55M 6.61% 7
2022
Q1
$5.92M Buy
195,332
+62,989
+48% +$1.91M 3.01% 9
2021
Q4
$4.24M Buy
132,343
+39,030
+42% +$1.25M 2.08% 11
2021
Q3
$3.02M Sell
93,313
-841
-0.9% -$27.2K 1.62% 11
2021
Q2
$3.05M Sell
94,154
-63,822
-40% -$2.07M 1.68% 12
2021
Q1
$5.07M Sell
157,976
-34,035
-18% -$1.09M 3% 9
2020
Q4
$6.35M Sell
192,011
-184,764
-49% -$6.11M 4.15% 9
2020
Q3
$12.5M Buy
376,775
+61,888
+20% +$2.06M 9.8% 3
2020
Q2
$10.5M Buy
+314,887
New +$10.5M 8.67% 4