Treasure Coast Financial Planning’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 | $10M | Buy |
342,438
+2,904
| +0.9% | +$85.1K | 5.84% | 5 |
|
|
2025
Q1 | $9.93M | Buy |
339,534
+14,120
| +4% | +$413K | 6.15% | 5 |
|
|
2024
Q4 | $9.44M | Sell |
325,414
-49,538
| -13% | -$1.44M | 6.22% | 5 |
|
|
2024
Q3 | $11M | Buy |
374,952
+8,753
| +2% | +$257K | 6.81% | 4 |
|
|
2024
Q2 | $10.6M | Buy |
366,199
+14,006
| +4% | +$404K | 6.97% | 4 |
|
|
2024
Q1 | $10.2M | Buy |
352,193
+16,394
| +5% | +$474K | 6.66% | 4 |
|
|
2023
Q4 | $9.75M | Sell |
335,799
-471
| -0.1% | -$13.7K | 6.8% | 5 |
|
|
2023
Q3 | $9.66M | Buy |
336,270
+3,654
| +1% | +$105K | 6.7% | 6 |
|
|
2023
Q2 | $9.58M | Buy |
332,616
+283,373
| +575% | +$8.16M | 6.47% | 5 |
|
|
2023
Q1 | $1.44M | Buy |
49,243
+41,935
| +574% | +$1.23M | 1.01% | 18 |
|
|
2022
Q4 | $211K | Buy |
+7,308
| New | +$211K | 0.16% | 37 |
|