Strategic Wealth Investment Group’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 | $2.28M | Buy |
79,247
+13,278
| +20% | +$382K | 3.3% | 6 |
|
|
2025
Q1 | $1.89M | Sell |
65,969
-1,164,075
| -95% | -$33.3M | 3.28% | 6 |
|
|
2024
Q4 | $34.3M | Sell |
1,230,044
-269,852
| -18% | -$7.52M | 3.79% | 6 |
|
|
2024
Q3 | $43.6M | Buy |
+1,499,896
| New | +$43.6M | 4.67% | 2 |
|
|
2022
Q4 | – | Sell |
-8,838
| Closed | -$249K | – | 133 |
|
|
2022
Q3 | $249K | Buy |
+8,838
| New | +$249K | 0.07% | 92 |
|