Vermillion & White Wealth Management Group’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
$23.2K Hold
806
0.02% 228
2025
Q1
$23K Sell
806
-210,360
-100% -$6.01M 0.02% 182
2024
Q4
$5.89M Buy
211,166
+5,207
+3% +$145K 4.34% 4
2024
Q3
$5.99M Sell
205,959
-24,579
-11% -$714K 4.43% 5
2024
Q2
$6.46M Buy
230,538
+43,064
+23% +$1.21M 4.86% 3
2024
Q1
$5.28M Sell
187,474
-17,707
-9% -$499K 4.22% 5
2023
Q4
$5.86M Buy
+205,181
New +$5.86M 5.68% 5