WBH Advisory’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
Q1 | – | Sell |
-7,497
| Closed | -$209K | – | 336 |
|
|
2024
Q4 | $209K | Sell |
7,497
-589
| -7% | -$16.4K | 0.02% | 311 |
|
|
2024
Q3 | $235K | Sell |
8,086
-322
| -4% | -$9.36K | 0.02% | 295 |
|
|
2024
Q2 | $236K | Sell |
8,408
-1,927
| -19% | -$54K | 0.02% | 286 |
|
|
2024
Q1 | $291K | Sell |
10,335
-174
| -2% | -$4.9K | 0.03% | 265 |
|
|
2023
Q4 | $300K | Buy |
+10,509
| New | +$300K | 0.03% | 258 |
|
|
2023
Q2 | – | Sell |
-8,100
| Closed | -$234K | – | 307 |
|
|
2023
Q1 | $234K | Buy |
+8,100
| New | +$234K | 0.03% | 282 |
|
|
2022
Q3 | $1.36M | Sell |
48,437
-1,058
| -2% | -$29.8K | 0.2% | 112 |
|
|
2022
Q2 | $1.46M | Sell |
49,495
-23,799
| -32% | -$701K | 0.19% | 110 |
|
|
2022
Q1 | $2.17M | Buy |
73,294
+62,259
| +564% | +$1.85M | 0.27% | 81 |
|
|
2021
Q4 | $354K | Buy |
+11,035
| New | +$354K | 0.04% | 247 |
|