Creative Planning Spdr Portfolio Short Term Trea Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Creative Planning holds 32,514 shares of SPTS stock, worth $942,580. This represents 0.0% of its overall portfolio holdings.

Number of Shares

32,514

Previous 37,974 14.38%

Holding current value

$942,580

Previous $1.1 Million 12.77%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$28.75 - $29.46 $156,975 - $160,851	-5,460 Reduced 14.38%	32,514 $956,000
Q2 2024 Aug 15, 2024	BUY	$28.65 - $28.88 $205,993 - $207,647	7,190 Added 23.36%	37,974 $1.1 Million
Q1 2024 May 10, 2024	BUY	$28.84 - $29.16 $99,382 - $100,485	3,446 Added 12.61%	30,784 $890,000
Q4 2023 Feb 14, 2024	BUY	$28.59 - $29.06 $346,453 - $352,149	12,118 Added 79.62%	27,338 $794,000
Q3 2023 Nov 16, 2023	BUY	$28.66 - $28.88 $129,944 - $130,941	4,534 Added 42.43%	15,220 $437,000
Q2 2023 Jul 21, 2023	SELL	$28.78 - $29.3 $38,104 - $38,793	-1,324 Reduced 11.02%	10,686 $307,000
Q1 2023 May 15, 2023	SELL	$28.64 - $29.36 $88,068 - $90,282	-3,075 Reduced 20.38%	12,010 $351,000
Q4 2022 Feb 10, 2023	BUY	$28.7 - $29.07 $432,939 - $438,520	15,085 New	15,085 $435,000
Q2 2022 Aug 15, 2022	BUY	$29.16 - $29.7 $34,700 - $35,343	1,190 Added 9.2%	14,123 $416,000
Q1 2022 May 16, 2022	BUY	$29.62 - $30.41 $21,356 - $21,925	721 Added 5.9%	12,933 $383,000
Q4 2021 Feb 11, 2022	BUY	$30.42 - $30.64 $371,489 - $374,175	12,212 New	12,212 $372,000

Others Institutions Holding SPTS

# of Institutions

409

Shares Held

174M

Call Options Held

Put Options Held

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Creative Planning Spdr Portfolio Short Term Trea Transaction History