Waverly Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Waverly Advisors’s Portfolio SPTI Stock Details SPTI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.25M	Buy
2025 Q2	$2.34M	Buy
2025 Q1	$2.25M	Buy
2024 Q4	$2.19M	Buy
2024 Q3	$1.97M	Buy
2024 Q2	$1.73M	Buy
2024 Q1	$788K	Buy