Coastal Investment Advisors, Inc. Spdr Portfolio Short Term Corp Transaction History

Coastal Investment Advisors, Inc.

$234 Million
Q4 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 10,650 shares of SPSB stock, worth $319,287. This represents 0.14% of its overall portfolio holdings.

Number of Shares

10,650

Previous 10,150 4.93%

Holding current value

$319,287

Previous $307,000 3.58%

% of portfolio

0.14%

Previous 0.15%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$29.77 - $30.19 $14,885 - $15,095	500 Added 4.93%	10,650 $318,000
Q3 2024 Oct 29, 2024	SELL	$29.58 - $30.31 $3,993 - $4,091	-135 Reduced 1.31%	10,150 $307,000
Q1 2024 Apr 19, 2024	SELL	$29.65 - $29.92 $4,447 - $4,488	-150 Reduced 1.44%	10,285 $306,000
Q4 2023 Jan 19, 2024	SELL	$29.14 - $29.78 $107,818 - $110,186	-3,700 Reduced 26.18%	10,435 $310,000
Q1 2023 May 05, 2023	SELL	$29.2 - $29.7 $1,284 - $1,306	-44 Reduced 0.31%	14,135 $418,000
Q3 2022 Oct 27, 2022	BUY	$29.16 - $29.99 $87,480 - $89,970	3,000 Added 26.84%	14,179 $414,000
Q2 2022 Aug 09, 2022	SELL	$29.45 - $30.11 $121,481 - $124,203	-4,125 Reduced 26.95%	11,179 $333,000
Q1 2022 Apr 13, 2022	BUY	$30.07 - $30.94 $142,080 - $146,191	4,725 Added 44.66%	15,304 $461,000
Q4 2021 Jan 18, 2022	BUY	$30.92 - $31.24 $13,728 - $13,870	444 Added 4.38%	10,579 $328,000
Q3 2021 Oct 18, 2021	SELL	$31.24 - $31.31 $40,612 - $40,703	-1,300 Reduced 11.37%	10,135 $317,000
Q1 2021 Apr 12, 2021	BUY	$31.23 - $31.41 $149,904 - $150,768	4,800 Added 72.34%	11,435 $358,000
Q4 2020 Jan 13, 2021	BUY	$31.31 - $31.42 $207,741 - $208,471	6,635 New	6,635 $208,000
Q1 2020 Apr 23, 2020	SELL	$27.48 - $31.14 $86,149 - $97,623	-3,135 Closed	0 $0
Q3 2019 Oct 18, 2019	BUY	$30.69 - $30.85 $4,143 - $4,164	135 Added 4.5%	3,135 $97,000
Q2 2019 Aug 01, 2019	BUY	N/A	3,000 New	3,000 $92,000

Others Institutions Holding SPSB

# of Institutions

610

Shares Held

219M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO SHORT TERM CORP

Ticker SPSB
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Coastal Investment Advisors, Inc. Spdr Portfolio Short Term Corp Transaction History