Wealth Enhancement Advisory Services’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.9M | Buy |
579,844
+62,970
| +12% | +$1.83M | 0.03% | 471 |
|
|
2025
Q1 | $15.1M | Sell |
516,874
-9,960
| -2% | -$291K | 0.03% | 477 |
|
|
2024
Q4 | $15.3M | Sell |
526,834
-582,499
| -53% | -$16.9M | 0.03% | 437 |
|
|
2024
Q3 | $32.6M | Sell |
1,109,333
-5,641
| -0.5% | -$166K | 0.07% | 266 |
|
|
2024
Q2 | $32.2M | Sell |
1,114,974
-43,807
| -4% | -$1.26M | 0.08% | 246 |
|
|
2024
Q1 | $33.5M | Sell |
1,158,781
-122,234
| -10% | -$3.54M | 0.09% | 223 |
|
|
2023
Q4 | $37.2M | Sell |
1,281,015
-68,889
| -5% | -$2M | 0.11% | 192 |
|
|
2023
Q3 | $38.8M | Buy |
1,349,904
+556,392
| +70% | +$16M | 0.13% | 164 |
|
|
2023
Q2 | $22.8M | Buy |
793,512
+153,849
| +24% | +$4.43M | 0.25% | 49 |
|
|
2023
Q1 | $18.7M | Buy |
639,663
+603,355
| +1,662% | +$17.6M | 0.22% | 56 |
|
|
2022
Q4 | $1.06M | Buy |
36,308
+2,879
| +9% | +$83.7K | 0.01% | 215 |
|
|
2022
Q3 | $964K | Sell |
33,429
-5,395
| -14% | -$156K | 0.01% | 238 |
|
|
2022
Q2 | $1.14M | Buy |
38,824
+28,282
| +268% | +$831K | 0.02% | 241 |
|
|
2022
Q1 | $312K | Buy |
10,542
+66
| +0.6% | +$1.95K | ﹤0.01% | 285 |
|
|
2021
Q4 | $316K | Buy |
+10,476
| New | +$316K | ﹤0.01% | 269 |
|
|
2021
Q3 | – | Sell |
-666,237
| Closed | -$20.4M | – | 336 |
|
|
2021
Q2 | $20.4M | Buy |
666,237
+27,686
| +4% | +$848K | 0.33% | 48 |
|
|
2021
Q1 | $19.6M | Buy |
638,551
+74,386
| +13% | +$2.28M | 0.36% | 46 |
|
|
2020
Q4 | $17.3M | Buy |
564,165
+105,158
| +23% | +$3.23M | 0.39% | 37 |
|
|
2020
Q3 | $14.1M | Buy |
459,007
+33,423
| +8% | +$1.03M | 0.37% | 37 |
|
|
2020
Q2 | $13.1M | Buy |
425,584
+73,327
| +21% | +$2.25M | 0.38% | 38 |
|
|
2020
Q1 | $10.8M | Buy |
352,257
+32,605
| +10% | +$1M | 0.39% | 39 |
|
|
2019
Q4 | $9.58M | Buy |
319,652
+47,470
| +17% | +$1.42M | 0.34% | 46 |
|
|
2019
Q3 | $8.17M | Buy |
272,182
+176,614
| +185% | +$5.3M | 0.33% | 45 |
|
|
2019
Q2 | $2.86M | Buy |
95,568
+71,892
| +304% | +$2.15M | 0.13% | 69 |
|
|
2019
Q1 | $703K | Buy |
23,676
+9,847
| +71% | +$292K | 0.04% | 156 |
|
|
2018
Q4 | $409K | Buy |
13,829
+3,812
| +38% | +$113K | 0.03% | 153 |
|
|
2018
Q3 | $295K | Buy |
10,017
+2,237
| +29% | +$65.9K | 0.02% | 153 |
|
|
2018
Q2 | $230K | Buy |
+7,780
| New | +$230K | 0.01% | 154 |
|