Waverly Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $6.85M | Buy |
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|
2025
Q3 | $6.12M | Buy |
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|
2025
Q2 | $4.71M | Buy |
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|
2025
Q1 | $4.52M | Buy |
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|
2024
Q4 | $3.59M | Sell |
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|
2024
Q3 | $4.03M | Sell |
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|
2024
Q2 | $4.13M | Sell |
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|
2024
Q1 | $5.51M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $219K | Hold |
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|
2020
Q1 | $219K | Buy |
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