Strategic Wealth Partners’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $208K | Buy |
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2025
Q2 | $177K | Buy |
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|
2024
Q4 | $205K | Buy |
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|
2024
Q3 | $207K | Sell |
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|
2024
Q2 | $233K | Sell |
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|
2024
Q1 | $268K | Sell |
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|
2023
Q4 | $295K | Buy |
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|
2023
Q3 | $262K | Sell |
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|
2023
Q2 | $271K | Buy |
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|
2023
Q1 | $240K | Buy |
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|
2022
Q4 | $235K | Buy |
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|
2022
Q3 | $222K | Hold |
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|
2022
Q2 | $226K | Sell |
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|
2022
Q1 | $251K | Hold |
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|
2021
Q4 | $257K | Sell |
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|
2021
Q3 | $264K | Sell |
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|
2021
Q2 | $351K | Sell |
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|
2021
Q1 | $369K | Sell |
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|
2020
Q4 | $417K | Sell |
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|
2020
Q3 | $420K | Sell |
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|
2020
Q2 | $945K | Sell |
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|
2020
Q1 | $1.32M | Hold |
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|
2019
Q4 | $1.32M | Sell |
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|
2019
Q3 | $2.45K | Sell |
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|
2019
Q2 | $3.54M | Sell |
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|
2019
Q1 | $5.37M | Sell |
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|
2018
Q4 | $16M | Buy |
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|
2018
Q3 | $3.55M | Buy |
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|
2018
Q2 | $2.83M | Buy |
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|
2018
Q1 | $2.17M | Buy |
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|
2017
Q4 | $12K | Buy |
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