UFA
US Financial Advisors’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $14.1M | Buy |
494,894
+28,765
| +6% | +$822K | 4.18% | 4 |
|
|
2024
Q4 | $13M | Buy |
466,129
+16,399
| +4% | +$457K | 4% | 5 |
|
|
2024
Q3 | $13.1M | Buy |
449,730
+19,631
| +5% | +$570K | 4.07% | 5 |
|
|
2024
Q2 | $12.1M | Buy |
430,099
+62,654
| +17% | +$1.76M | 4.04% | 5 |
|
|
2024
Q1 | $10.4M | Buy |
367,445
+15,885
| +5% | +$448K | 3.59% | 10 |
|
|
2023
Q4 | $10M | Buy |
351,560
+11,130
| +3% | +$318K | 3.74% | 8 |
|
|
2023
Q3 | $9.37M | Sell |
340,430
-148,539
| -30% | -$4.09M | 3.89% | 7 |
|
|
2023
Q2 | $13.8M | Buy |
488,969
+10,619
| +2% | +$300K | 5.88% | 3 |
|
|
2023
Q1 | $13.8M | Buy |
478,350
+13,329
| +3% | +$386K | 6.17% | 3 |
|
|
2022
Q4 | $13.1M | Buy |
+465,021
| New | +$13.1M | 6.59% | 3 |
|