Waverly Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Waverly Advisors’s Portfolio SPTS Stock Details SPTS 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	$6.12M	Buy
2025 Q2	$4.71M	Buy
2025 Q1	$4.52M	Buy
2024 Q4	$3.59M	Sell
2024 Q3	$4.03M	Sell
2024 Q2	$4.13M	Sell
2024 Q1	$5.51M	Buy
2020 Q3	–	Sell
2020 Q2	$219K	Hold
2020 Q1	$219K	Buy