Willow Creek Wealth Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$17.2M Buy
593,737
+16,264
+3% +$467K 1.41% 19
2025
Q2
$16.6M Buy
577,473
+48,577
+9% +$1.38M 1.49% 18
2025
Q1
$15.1M Buy
528,896
+27,161
+5% +$764K 1.47% 20
2024
Q4
$14M Buy
501,735
+44,104
+10% +$1.25M 1.43% 21
2024
Q3
$13.3M Buy
457,631
+2,506
+0.6% +$71.9K 1.4% 21
2024
Q2
$12.8M Sell
455,125
-28,688
-6% -$798K 1.45% 21
2024
Q1
$13.6M Buy
483,813
+51,441
+12% +$1.45M 1.59% 18
2023
Q4
$12.3M Buy
432,372
+391,116
+948% +$10.9M 1.55% 17
2023
Q3
$1.14M Buy
41,256
+12,651
+44% +$354K 0.17% 56
2023
Q2
$809K Buy
28,605
+1,272
+5% +$36.6K 0.11% 64
2023
Q1
$791K Sell
27,333
-13,691
-33% -$392K 0.12% 59
2022
Q4
$1.16M Sell
41,024
-54,678
-57% -$1.54M 0.19% 47
2022
Q3
$2.69M Sell
95,702
-50,894
-35% -$1.49M 0.52% 27
2022
Q2
$4.32M Buy
146,596
+1,881
+1% +$55.5K 0.8% 20
2022
Q1
$4.38M Sell
144,715
-6,779
-4% -$211K 0.88% 17
2021
Q4
$4.86M Sell
151,494
-1,379
-0.9% -$44.3K 1% 18
2021
Q3
$4.94M Buy
152,873
+4,535
+3% +$148K 1.09% 17
2021
Q2
$4.8M Buy
148,338
+1,547
+1% +$50K 1.15% 17
2021
Q1
$4.71M Buy
146,791
+1,961
+1% +$63.9K 1.73% 11
2020
Q4
$4.79M Sell
144,830
-254,850
-64% -$8.42M 1.8% 10
2020
Q3
$13.3M Buy
399,680
+17,544
+5% +$583K 5.48% 5
2020
Q2
$12.7M Buy
382,136
+11,872
+3% +$393K 5.7% 5
2020
Q1
$12.3M Sell
370,264
-58,469
-14% -$1.86M 6.17% 4
2019
Q4
$13.3M Buy
428,733
+18,878
+5% +$587K 6.05% 4
2019
Q3
$12.8M Buy
409,855
+41,203
+11% +$1.28M 5.94% 4
2019
Q2
$11.4M Buy
368,652
+54,702
+17% +$1.66M 5.46% 4
2019
Q1
$9.48M Buy
313,950
+32,936
+12% +$981K 4.78% 4
2018
Q4
$8.37M Buy
281,014
+230,322
+454% +$6.71M 4.45% 4
2018
Q3
$1.47M Buy
+50,692
New +$1.48M 0.82% 12

Other funds holding SPTI