Wealth Enhancement Advisory Services’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 | $15M | Sell |
524,878
-25,376
| -5% | -$724K | 0.02% | 509 |
|
2025
Q1 | $15.7M | Sell |
550,254
-102,102
| -16% | -$2.92M | 0.03% | 466 |
|
2024
Q4 | $18.2M | Buy |
652,356
+103,039
| +19% | +$2.87M | 0.03% | 391 |
|
2024
Q3 | $16M | Buy |
549,317
+91,988
| +20% | +$2.67M | 0.03% | 395 |
|
2024
Q2 | $12.8M | Buy |
457,329
+56,244
| +14% | +$1.58M | 0.03% | 418 |
|
2024
Q1 | $11.3M | Buy |
401,085
+286,279
| +249% | +$8.07M | 0.03% | 441 |
|
2023
Q4 | $3.28M | Buy |
114,806
+8,763
| +8% | +$250K | 0.01% | 730 |
|
2023
Q3 | $2.92M | Buy |
+106,043
| New | +$2.92M | 0.01% | 726 |
|