WWM
Western Wealth Management’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 | $1.28M | Buy |
43,581
+1,000
| +2% | +$29.3K | 0.08% | 225 |
|
|
2025
Q1 | $1.25M | Buy |
42,581
+8,500
| +25% | +$249K | 0.08% | 213 |
|
|
2024
Q4 | $989K | Buy |
34,081
+10,312
| +43% | +$299K | 0.06% | 250 |
|
|
2024
Q3 | $699K | Sell |
23,769
-3,434
| -13% | -$101K | 0.04% | 371 |
|
|
2024
Q2 | $785K | Sell |
27,203
-197
| -0.7% | -$5.69K | 0.06% | 268 |
|
|
2024
Q1 | $792K | Sell |
27,400
-7,825
| -22% | -$226K | 0.06% | 265 |
|
|
2023
Q4 | $1.02M | Buy |
35,225
+642
| +2% | +$18.7K | 0.07% | 272 |
|
|
2023
Q3 | $993K | Buy |
34,583
+1,201
| +4% | +$34.5K | 0.08% | 251 |
|
|
2023
Q2 | $961K | Buy |
33,382
+1,928
| +6% | +$55.5K | 0.08% | 255 |
|
|
2023
Q1 | $919K | Buy |
31,454
+9,675
| +44% | +$283K | 0.09% | 244 |
|
|
2022
Q4 | $629K | Sell |
21,779
-16,159
| -43% | -$467K | 0.06% | 305 |
|
|
2022
Q3 | $1.1M | Buy |
37,938
+27,938
| +279% | +$810K | 0.06% | 288 |
|
|
2022
Q2 | $294K | Hold |
10,000
| – | – | 0.02% | 622 |
|
|
2022
Q1 | $296K | Buy |
+10,000
| New | +$296K | 0.01% | 681 |
|
|
2021
Q1 | – | Sell |
-13,035
| Closed | -$400K | – | 537 |
|
|
2020
Q4 | $400K | Buy |
13,035
+5,000
| +62% | +$153K | 0.06% | 298 |
|
|
2020
Q3 | $247K | Sell |
8,035
-6,800
| -46% | -$209K | 0.04% | 372 |
|
|
2020
Q2 | $456K | Buy |
+14,835
| New | +$456K | 0.08% | 245 |
|