Your Advocates Ltd’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.8K | Hold |
2,530
| – | – | 0.03% | 49 |
|
|
2025
Q1 | $72.3K | Hold |
2,530
| – | – | 0.03% | 46 |
|
|
2024
Q4 | $70.5K | Sell |
2,530
-2,253
| -47% | -$62.8K | 0.03% | 45 |
|
|
2024
Q3 | $139K | Hold |
4,783
| – | – | 0.05% | 32 |
|
|
2024
Q2 | $134K | Sell |
4,783
-353
| -7% | -$9.89K | 0.06% | 31 |
|
|
2024
Q1 | $145K | Buy |
5,136
+353
| +7% | +$9.95K | 0.06% | 31 |
|
|
2023
Q4 | $137K | Buy |
4,783
+2,530
| +112% | +$72.3K | 0.06% | 32 |
|
|
2023
Q3 | $62K | Sell |
2,253
-1,165
| -34% | -$32.1K | 0.04% | 50 |
|
|
2023
Q2 | $96.7K | Hold |
3,418
| – | – | 0.05% | 38 |
|
|
2023
Q1 | $98.9K | Sell |
3,418
-33,317
| -91% | -$964K | 0.05% | 37 |
|
|
2022
Q4 | $1.04M | Sell |
36,735
-32,553
| -47% | -$919K | 0.6% | 18 |
|
|
2022
Q3 | $1.95M | Sell |
69,288
-5,334
| -7% | -$150K | 1.17% | 12 |
|
|
2022
Q2 | $2.2M | Buy |
74,622
+55,828
| +297% | +$1.65M | 1.3% | 12 |
|
|
2022
Q1 | $569K | Buy |
18,794
+1,481
| +9% | +$44.8K | 0.32% | 18 |
|
|
2021
Q4 | $555K | Buy |
17,313
+10,341
| +148% | +$332K | 0.31% | 18 |
|
|
2021
Q3 | $225K | Hold |
6,972
| – | – | 0.15% | 22 |
|
|
2021
Q2 | $226K | Buy |
6,972
+1,991
| +40% | +$64.5K | 0.15% | 24 |
|
|
2021
Q1 | $160K | Buy |
4,981
+3,158
| +173% | +$101K | 0.12% | 25 |
|
|
2020
Q4 | $60K | Hold |
1,823
| – | – | 0.04% | 37 |
|
|
2020
Q3 | $61K | Sell |
1,823
-4,024
| -69% | -$135K | 0.05% | 33 |
|
|
2020
Q2 | $194K | Buy |
5,847
+3,466
| +146% | +$115K | 0.13% | 22 |
|
|
2020
Q1 | $79K | Buy |
+2,381
| New | +$79K | 0.07% | 28 |
|