Waverly Advisors’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 | $2.34M | Buy |
81,316
+2,670
| +3% | +$76.8K | 0.03% | 465 |
|
|
2025
Q1 | $2.25M | Buy |
78,646
+273
| +0.3% | +$7.8K | 0.03% | 453 |
|
|
2024
Q4 | $2.19M | Buy |
78,373
+10,441
| +15% | +$291K | 0.03% | 365 |
|
|
2024
Q3 | $1.97M | Buy |
67,932
+6,276
| +10% | +$182K | 0.04% | 332 |
|
|
2024
Q2 | $1.73M | Buy |
61,656
+33,685
| +120% | +$944K | 0.03% | 342 |
|
|
2024
Q1 | $788K | Buy |
+27,971
| New | +$788K | 0.02% | 405 |
|