A detailed history of Partners In Financial Planning transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Partners In Financial Planning holds 50,946 shares of SPTS stock, worth $1.49 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
50,946
Holding current value
$1.49 Million
% of portfolio
0.3%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025

BUY
$28.88 - $29.33 $1.47 Million - $1.49 Million
50,946 New
50,946 $1.48 Billion
Q3 2024

Feb 26, 2025

SELL
$28.75 - $29.46 $10,838 - $11,106
-377 Reduced 0.78%
48,136 $1.42 Billion
Q2 2024

Feb 26, 2025

SELL
$28.65 - $28.88 $236,018 - $237,913
-8,238 Reduced 14.52%
48,513 $1.4 Billion
Q1 2024

Feb 26, 2025

BUY
$28.84 - $29.16 $721 - $729
25 Added 0.04%
56,751 $1.64 Billion
Q4 2023

Feb 26, 2025

BUY
$28.59 - $29.06 $2,744 - $2,789
96 Added 0.17%
56,726 $1.65 Billion
Q3 2023

Mar 04, 2025

BUY
$28.66 - $28.88 $171,472 - $172,789
5,983 Added 11.74%
56,929 $1.64 Billion
Q2 2023

Feb 26, 2025

SELL
$28.78 - $29.3 $72,554 - $73,865
-2,521 Reduced 4.26%
56,630 $1.63 Billion
Q1 2023

Feb 26, 2025

BUY
$28.64 - $29.36 $234,991 - $240,898
8,205 Added 16.11%
59,151 $1.73 Billion

Others Institutions Holding SPTS

About SPDR PORTFOLIO SHORT TERM TREA


  • Ticker SPTS
  • Sector ETFs
  • Industry ETFs
More about SPTS
Track This Portfolio

Track Partners In Financial Planning Portfolio

Follow Partners In Financial Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Partners In Financial Planning, based on Form 13F filings with the SEC.

News

Stay updated on Partners In Financial Planning with notifications on news.