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