TPG Financial Advisors’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 | $10.2M | Sell |
353,875
-49,333
| -12% | -$1.42M | 4.07% | 6 |
|
|
2025
Q1 | $11.5M | Sell |
403,208
-154,137
| -28% | -$4.41M | 5.09% | 5 |
|
|
2024
Q4 | $15.5M | Buy |
557,345
+491,185
| +742% | +$13.7M | 6.76% | 4 |
|
|
2024
Q3 | $1.92M | Sell |
66,160
-3,083
| -4% | -$89.6K | 0.87% | 24 |
|
|
2024
Q2 | $1.94M | Buy |
+69,243
| New | +$1.94M | 0.92% | 24 |
|
|
2023
Q4 | $2.11M | Buy |
+74,209
| New | +$2.11M | 1.07% | 25 |
|
|
2019
Q1 | – | Sell |
-144,634
| Closed | -$4.31M | – | 40 |
|
|
2018
Q4 | $4.31M | Buy |
+144,634
| New | +$4.31M | 4.67% | 7 |
|