Winch Advisory Services’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $724K | Buy |
24,728
+254
| +1% | +$7.44K | 0.18% | 56 |
|
|
2025
Q1 | $716K | Sell |
24,474
-280
| -1% | -$8.19K | 0.19% | 55 |
|
|
2024
Q4 | $718K | Sell |
24,754
-2,127
| -8% | -$61.7K | 0.19% | 54 |
|
|
2024
Q3 | $791K | Sell |
26,881
-1,594
| -6% | -$46.9K | 0.22% | 51 |
|
|
2024
Q2 | $822K | Buy |
28,475
+395
| +1% | +$11.4K | 0.24% | 47 |
|
|
2024
Q1 | $812K | Sell |
28,080
-73
| -0.3% | -$2.11K | 0.25% | 47 |
|
|
2023
Q4 | $818K | Buy |
28,153
+7,883
| +39% | +$229K | 0.27% | 49 |
|
|
2023
Q3 | $582K | Buy |
20,270
+1,737
| +9% | +$49.9K | 0.21% | 49 |
|
|
2023
Q2 | $534K | Buy |
18,533
+143
| +0.8% | +$4.12K | 0.19% | 51 |
|
|
2023
Q1 | $538K | Buy |
18,390
+1,224
| +7% | +$35.8K | 0.21% | 52 |
|
|
2022
Q4 | $496K | Buy |
17,166
+45
| +0.3% | +$1.3K | 0.21% | 53 |
|
|
2022
Q3 | $495K | Buy |
17,121
+2,522
| +17% | +$72.9K | 0.21% | 50 |
|
|
2022
Q2 | $430K | Buy |
14,599
+2,132
| +17% | +$62.8K | 0.18% | 55 |
|
|
2022
Q1 | $370K | Buy |
12,467
+410
| +3% | +$12.2K | 0.13% | 59 |
|
|
2021
Q4 | $367K | Buy |
12,057
+8,698
| +259% | +$265K | 0.12% | 61 |
|
|
2021
Q3 | $103K | Buy |
3,359
+551
| +20% | +$16.9K | 0.04% | 91 |
|
|
2021
Q2 | $86K | Buy |
2,808
+718
| +34% | +$22K | 0.03% | 97 |
|
|
2021
Q1 | $64K | Buy |
+2,090
| New | +$64K | 0.03% | 106 |
|
|
2020
Q1 | – | Sell |
-395
| Closed | -$12K | – | 379 |
|
|
2019
Q4 | $12K | Hold |
395
| – | – | 0.01% | 192 |
|
|
2019
Q3 | $12K | Hold |
395
| – | – | 0.01% | 180 |
|
|
2019
Q2 | $12K | Hold |
395
| – | – | 0.01% | 187 |
|
|
2019
Q1 | $12K | Buy |
+395
| New | +$12K | 0.01% | 181 |
|