Vertex Planning Partners’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 | $1.16M | Buy |
40,380
+911
| +2% | +$26.2K | 0.24% | 61 |
|
|
2025
Q1 | $1.13M | Buy |
39,469
+3,247
| +9% | +$92.8K | 0.25% | 56 |
|
|
2024
Q4 | $1.01M | Buy |
36,222
+1,312
| +4% | +$36.6K | 0.22% | 62 |
|
|
2024
Q3 | $1.01M | Buy |
34,910
+512
| +1% | +$14.9K | 0.24% | 49 |
|
|
2024
Q2 | $964K | Buy |
34,398
+323
| +0.9% | +$9.05K | 0.25% | 50 |
|
|
2024
Q1 | $960K | Buy |
34,075
+18,550
| +119% | +$523K | 0.27% | 48 |
|
|
2023
Q4 | $443K | Sell |
15,525
-3,195
| -17% | -$91.2K | 0.13% | 90 |
|
|
2023
Q3 | $515K | Sell |
18,720
-43,133
| -70% | -$1.19M | 0.18% | 67 |
|
|
2023
Q2 | $1.75M | Buy |
61,853
+5,974
| +11% | +$169K | 0.6% | 26 |
|
|
2023
Q1 | $1.62M | Buy |
55,879
+33,296
| +147% | +$964K | 0.61% | 26 |
|
|
2022
Q4 | $638K | Buy |
+22,583
| New | +$638K | 0.25% | 55 |
|