Strategic Financial Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.23M	Buy	77,933 +4,656	+6%	+$134K	0.96%	22
2025 Q4	$2.11M	Buy	73,277 +1,504	+2%	+$43.5K	0.92%	21
2025 Q3	$2.07M	Sell	71,773 -199,731	-74%	-$5.74M	0.95%	22
2025 Q2	$7.81M	Buy	271,504 +195,325	+256%	+$5.56M	3.63%	7
2025 Q1	$2.18M	Buy	76,179 +1,269	+2%	+$35.7K	1.15%	19
2024 Q4	$2.09M	Sell	74,910 -8,210	-10%	-$232K	1.07%	20
2024 Q3	$2.42M	Sell	83,120 -723	-0.9%	-$20.8K	1.23%	20
2024 Q2	$2.35M	Sell	83,843 -1,821	-2%	-$50.7K	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%	-$2.53M	1.5%	15
2023 Q3	$5.01M	Sell	181,885 -154,191	-46%	-$4.31M	3.04%	9
2023 Q2	$9.51M	Buy	336,076 +173,399	+107%	+$4.99M	5.42%	5
2023 Q1	$4.71M	Sell	162,677 -377,321	-70%	-$10.8M	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%	+$511K	7.19%	6
2022 Q2	$11.3M	Buy	383,735 +188,403	+96%	+$5.56M	6.61%	7
2022 Q1	$5.92M	Buy	195,332 +62,989	+48%	+$1.96M	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%	-$27.4K	1.62%	11
2021 Q2	$3.05M	Sell	94,154 -63,822	-40%	-$2.06M	1.68%	12
2021 Q1	$5.07M	Sell	157,976 -34,035	-18%	-$1.11M	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	+$10.4M	8.67%	4