Winch Advisory Services’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$749K	Buy	25,667 +410	+2%	+$12K	0.17%	64
2025 Q4	$740K	Buy	25,257 +325	+1%	+$9.52K	0.16%	63
2025 Q3	$731K	Buy	24,932 +204	+0.8%	+$5.96K	0.16%	63
2025 Q2	$724K	Buy	24,728 +254	+1%	+$7.41K	0.18%	56
2025 Q1	$716K	Sell	24,474 -280	-1%	-$8.14K	0.19%	55
2024 Q4	$718K	Sell	24,754 -2,127	-8%	-$61.8K	0.19%	54
2024 Q3	$791K	Sell	26,881 -1,594	-6%	-$46.5K	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%	-$2.12K	0.25%	47
2023 Q4	$818K	Buy	28,153 +7,883	+39%	+$227K	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%	+$4.16K	0.19%	51
2023 Q1	$538K	Buy	18,390 +1,224	+7%	+$35.5K	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%	+$73.9K	0.21%	50
2022 Q2	$430K	Buy	14,599 +2,132	+17%	+$62.9K	0.18%	55
2022 Q1	$370K	Buy	12,467 +410	+3%	+$12.3K	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	+$64.1K	0.03%	106
2020 Q1	–	Sell	-395	Closed	-$12K	–	378
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	+$11.7K	0.01%	181