WCWM
Willow Creek Wealth Management’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6M | Buy |
577,473
+48,577
| +9% | +$1.4M | 1.49% | 18 |
|
|
2025
Q1 | $15.1M | Buy |
528,896
+27,161
| +5% | +$776K | 1.47% | 20 |
|
|
2024
Q4 | $14M | Buy |
501,735
+44,104
| +10% | +$1.23M | 1.43% | 21 |
|
|
2024
Q3 | $13.3M | Buy |
457,631
+2,506
| +0.6% | +$72.8K | 1.4% | 21 |
|
|
2024
Q2 | $12.8M | Sell |
455,125
-28,688
| -6% | -$804K | 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% | +$11.2M | 1.55% | 17 |
|
|
2023
Q3 | $1.14M | Buy |
41,256
+12,651
| +44% | +$348K | 0.17% | 56 |
|
|
2023
Q2 | $809K | Buy |
28,605
+1,272
| +5% | +$36K | 0.11% | 64 |
|
|
2023
Q1 | $791K | Sell |
27,333
-13,691
| -33% | -$396K | 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% | -$1.43M | 0.52% | 27 |
|
|
2022
Q2 | $4.32M | Buy |
146,596
+1,881
| +1% | +$55.4K | 0.8% | 20 |
|
|
2022
Q1 | $4.38M | Sell |
144,715
-6,779
| -4% | -$205K | 0.88% | 17 |
|
|
2021
Q4 | $4.86M | Sell |
151,494
-1,379
| -0.9% | -$44.2K | 1% | 18 |
|
|
2021
Q3 | $4.94M | Buy |
152,873
+4,535
| +3% | +$147K | 1.09% | 17 |
|
|
2021
Q2 | $4.8M | Buy |
148,338
+1,547
| +1% | +$50.1K | 1.15% | 17 |
|
|
2021
Q1 | $4.71M | Buy |
146,791
+1,961
| +1% | +$62.9K | 1.73% | 11 |
|
|
2020
Q4 | $4.79M | Sell |
144,830
-254,850
| -64% | -$8.43M | 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% | +$394K | 5.7% | 5 |
|
|
2020
Q1 | $12.3M | Sell |
370,264
-58,469
| -14% | -$1.94M | 6.17% | 4 |
|
|
2019
Q4 | $13.3M | Buy |
428,733
+18,878
| +5% | +$584K | 6.05% | 4 |
|
|
2019
Q3 | $12.8M | Buy |
409,855
+225,529
| +122% | +$7.05M | 5.94% | 4 |
|
|
2019
Q2 | $11.4M | Buy |
184,326
+27,351
| +17% | +$1.69M | 5.46% | 4 |
|
|
2019
Q1 | $9.48M | Buy |
156,975
+16,468
| +12% | +$995K | 4.78% | 4 |
|
|
2018
Q4 | $8.37M | Buy |
140,507
+115,161
| +454% | +$6.86M | 4.45% | 4 |
|
|
2018
Q3 | $1.47M | Buy |
+25,346
| New | +$1.47M | 0.82% | 12 |
|