WFPG
Waller Financial Planning Group’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
38,277
-2,387
| -6% | -$68.7K | 0.27% | 36 |
|
|
2025
Q1 | $1.16M | Sell |
40,664
-831
| -2% | -$23.8K | 0.33% | 33 |
|
|
2024
Q4 | $1.16M | Buy |
41,495
+645
| +2% | +$18K | 0.29% | 36 |
|
|
2024
Q3 | $1.19M | Buy |
40,850
+2,442
| +6% | +$71K | 0.29% | 35 |
|
|
2024
Q2 | $1.08M | Buy |
38,408
+4,602
| +14% | +$129K | 0.29% | 36 |
|
|
2024
Q1 | $953K | Buy |
+33,806
| New | +$953K | 0.25% | 38 |
|