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TCFG Wealth Management’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

TCFG Wealth Management’s Portfolio SPTS Stock Details SPTS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$841K Sell
28,716
-15,899
-36% -$466K 0.38% 74
2025
Q1 		$1.3M Sell
44,615
-7,858
-15% -$230K 0.65% 33
2024
Q4 		$1.52M Sell
52,473
-24,344
-32% -$706K 0.77% 26
2024
Q3 		$2.26M Buy
+76,817
New +$2.26M 1.14% 18