Wealthcare Advisory Partners’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 | $548K | Sell |
19,046
-365
| -2% | -$10.5K | 0.01% | 623 |
|
|
2025
Q1 | $555K | Buy |
19,411
+1,285
| +7% | +$36.7K | 0.01% | 570 |
|
|
2024
Q4 | $505K | Buy |
18,126
+393
| +2% | +$11K | 0.01% | 564 |
|
|
2024
Q3 | $515K | Buy |
17,733
+3,542
| +25% | +$103K | 0.01% | 558 |
|
|
2024
Q2 | $398K | Buy |
14,191
+3,462
| +32% | +$97K | 0.01% | 589 |
|
|
2024
Q1 | $302K | Buy |
+10,729
| New | +$302K | 0.01% | 670 |
|
|
2023
Q2 | – | Sell |
-11,450
| Closed | -$331K | – | 762 |
|
|
2023
Q1 | $331K | Buy |
11,450
+430
| +4% | +$12.4K | 0.01% | 555 |
|
|
2022
Q4 | $311K | Buy |
11,020
+274
| +3% | +$7.74K | 0.01% | 526 |
|
|
2022
Q3 | $302K | Buy |
10,746
+1,267
| +13% | +$35.6K | 0.02% | 482 |
|
|
2022
Q2 | $279K | Sell |
9,479
-5,079
| -35% | -$149K | 0.02% | 450 |
|
|
2022
Q1 | $441K | Sell |
14,558
-39,974
| -73% | -$1.21M | 0.03% | 333 |
|
|
2021
Q4 | $1.75M | Sell |
54,532
-127,077
| -70% | -$4.07M | 0.1% | 116 |
|
|
2021
Q3 | $5.87M | Buy |
181,609
+39,009
| +27% | +$1.26M | 0.38% | 42 |
|
|
2021
Q2 | $4.62M | Buy |
142,600
+18,244
| +15% | +$591K | 0.31% | 49 |
|
|
2021
Q1 | $3.99M | Buy |
124,356
+10,474
| +9% | +$336K | 0.29% | 49 |
|
|
2020
Q4 | $3.77M | Buy |
113,882
+10,533
| +10% | +$348K | 0.33% | 41 |
|
|
2020
Q3 | $3.44M | Buy |
103,349
+12,375
| +14% | +$411K | 0.38% | 35 |
|
|
2020
Q2 | $3.02M | Buy |
90,974
+19,034
| +26% | +$632K | 0.38% | 33 |
|
|
2020
Q1 | $2.38M | Buy |
71,940
+65,616
| +1,038% | +$2.17M | 0.35% | 37 |
|
|
2019
Q4 | $196K | Buy |
+6,324
| New | +$196K | 0.02% | 300 |
|