Vertex Planning Partners’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.25M | Buy |
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|
2025
Q2 | $1.16M | Buy |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $1.01M | Buy |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $964K | Buy |
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|
2024
Q1 | $960K | Buy |
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|
2023
Q4 | $443K | Sell |
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|
2023
Q3 | $515K | Sell |
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|
2023
Q2 | $1.75M | Buy |
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|
2023
Q1 | $1.62M | Buy |
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|
2022
Q4 | $638K | Buy |
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