Western Wealth Management’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 | $5.09M | Buy |
176,901
+41,069
| +30% | +$1.18M | 0.3% | 69 |
|
|
2025
Q1 | $3.88M | Buy |
135,832
+9,086
| +7% | +$260K | 0.26% | 82 |
|
|
2024
Q4 | $3.53M | Buy |
126,746
+26,240
| +26% | +$732K | 0.23% | 83 |
|
|
2024
Q3 | $2.92M | Sell |
100,506
-93,051
| -48% | -$2.7M | 0.17% | 123 |
|
|
2024
Q2 | $5.42M | Buy |
193,557
+33,631
| +21% | +$942K | 0.4% | 46 |
|
|
2024
Q1 | $4.51M | Buy |
159,926
+9,658
| +6% | +$272K | 0.35% | 61 |
|
|
2023
Q4 | $4.29M | Buy |
150,268
+97,595
| +185% | +$2.79M | 0.31% | 70 |
|
|
2023
Q3 | $1.45M | Buy |
52,673
+10,409
| +25% | +$287K | 0.12% | 176 |
|
|
2023
Q2 | $1.2M | Buy |
42,264
+20,338
| +93% | +$575K | 0.1% | 206 |
|
|
2023
Q1 | $635K | Buy |
21,926
+12,868
| +142% | +$372K | 0.06% | 317 |
|
|
2022
Q4 | $256K | Sell |
9,058
-1,966
| -18% | -$55.5K | 0.03% | 508 |
|
|
2022
Q3 | $305K | Buy |
+11,024
| New | +$305K | 0.02% | 627 |
|