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 |
|