Wells Trecaso Financial Group’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $978K | Buy |
33,408
+3,090
| +10% | +$90.5K | 0.3% | 49 |
|
|
2025
Q1 | $886K | Sell |
30,318
-804
| -3% | -$23.5K | 0.3% | 52 |
|
|
2024
Q4 | $903K | Buy |
31,122
+6,845
| +28% | +$199K | 0.3% | 50 |
|
|
2024
Q3 | $714K | Buy |
24,277
+3,035
| +14% | +$89.3K | 0.23% | 55 |
|
|
2024
Q2 | $613K | Buy |
21,242
+4,246
| +25% | +$123K | 0.21% | 56 |
|
|
2024
Q1 | $492K | Buy |
+16,996
| New | +$492K | 0.17% | 62 |
|