UFA
US Financial Advisors’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.62M | Buy |
123,832
+3,077
| +3% | +$90K | 1.07% | 27 |
|
|
2024
Q4 | $3.5M | Buy |
120,755
+12
| +0% | +$348 | 1.08% | 27 |
|
|
2024
Q3 | $3.55M | Sell |
120,743
-627
| -0.5% | -$18.4K | 1.11% | 27 |
|
|
2024
Q2 | $3.5M | Buy |
121,370
+9,202
| +8% | +$266K | 1.17% | 25 |
|
|
2024
Q1 | $3.24M | Buy |
112,168
+38
| +0% | +$1.1K | 1.12% | 24 |
|
|
2023
Q4 | $3.26M | Buy |
112,130
+1,134
| +1% | +$32.9K | 1.21% | 24 |
|
|
2023
Q3 | $3.19M | Buy |
+110,996
| New | +$3.19M | 1.32% | 23 |
|