Willow Creek Wealth Management’s 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
Q2 | $16.6M | Buy |
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|
2025
Q1 | $15.1M | Buy |
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|
2024
Q4 | $14M | Buy |
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|
2024
Q3 | $13.3M | Buy |
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|
2024
Q2 | $12.8M | Sell |
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|
2024
Q1 | $13.6M | Buy |
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|
2023
Q4 | $12.3M | Buy |
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|
2023
Q3 | $1.14M | Buy |
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|
2023
Q2 | $809K | Buy |
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|
2023
Q1 | $791K | Sell |
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|
2022
Q4 | $1.16M | Sell |
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|
2022
Q3 | $2.69M | Sell |
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|
2022
Q2 | $4.32M | Buy |
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|
2022
Q1 | $4.38M | Sell |
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|
2021
Q4 | $4.86M | Sell |
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|
2021
Q3 | $4.94M | Buy |
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|
2021
Q2 | $4.8M | Buy |
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|
2021
Q1 | $4.71M | Buy |
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|
2020
Q4 | $4.79M | Sell |
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|
2020
Q3 | $13.3M | Buy |
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|
2020
Q2 | $12.7M | Buy |
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|
2020
Q1 | $12.3M | Sell |
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|
2019
Q4 | $13.3M | Buy |
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|
2019
Q3 | $12.8M | Buy |
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|
2019
Q2 | $11.4M | Buy |
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|
2019
Q1 | $9.48M | Buy |
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|
2018
Q4 | $8.37M | Buy |
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|
2018
Q3 | $1.47M | Buy |
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