Summit Financial’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$390K Buy
13,315
+125
+0.9% +$3.66K 0.01% 622
2025
Q1
$386K Buy
+13,190
New +$386K 0.01% 570
2023
Q2
Sell
-15,424
Closed -$451K 335
2023
Q1
$451K Sell
15,424
-13,437
-47% -$393K 0.04% 179
2022
Q4
$834K Buy
28,861
+2,310
+9% +$66.7K 0.08% 128
2022
Q3
$768K Buy
+26,551
New +$768K 0.07% 131