Vantage Financial Partners (Wisconsin)’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 | $621K | Sell |
21,568
-197
| -0.9% | -$5.67K | 0.14% | 100 |
|
|
2025
Q1 | $622K | Sell |
21,765
-8,083
| -27% | -$231K | 0.15% | 86 |
|
|
2024
Q4 | $832K | Sell |
29,848
-10,685
| -26% | -$298K | 0.21% | 65 |
|
|
2024
Q3 | $1.18M | Sell |
40,533
-9,555
| -19% | -$278K | 0.29% | 50 |
|
|
2024
Q2 | $1.4M | Sell |
50,088
-13,723
| -22% | -$385K | 0.36% | 35 |
|
|
2024
Q1 | $1.8M | Sell |
63,811
-618
| -1% | -$17.4K | 0.48% | 31 |
|
|
2023
Q4 | $1.84M | Buy |
+64,429
| New | +$1.84M | 0.54% | 27 |
|