Evensky & Katz LLC Spdr Portfolio Short Term Trea Transaction History

Evensky & Katz LLC

  • $1.72 Billion
  • Q3 2025

A detailed history of Evensky & Katz LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Evensky & Katz LLC holds 17,781 shares of SPTS stock, worth $520,272. This represents 0.03% of its overall portfolio holdings.

Number of Shares
17,781
Previous 17,605 1.0%
Holding current value
$520,272
Previous $516,000 0.97%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$29.12 - $29.34 $5,125 - $5,163
176 Added 1.0%
17,781 $521,000
Q2 2025

Jul 22, 2025
BUY
$29.07 - $29.38 $5,232 - $5,288
180 Added 1.03%
17,605 $516,000
Q1 2025

May 13, 2025
SELL
$28.92 - $29.24 $5,986 - $6,052
-207 Reduced 1.17%
17,425 $510,000
Q4 2024

Feb 13, 2025
BUY
$28.88 - $29.33 $6,902 - $7,009
239 Added 1.37%
17,632 $512,000
Q3 2024

Oct 08, 2024
SELL
$28.75 - $29.46 $359,633 - $368,515
-12,509 Reduced 41.83%
17,393 $512,000
Q2 2024

Jul 26, 2024
BUY
$28.65 - $28.88 $151,558 - $152,775
5,290 Added 21.49%
29,902 $863,000
Q1 2024

Apr 08, 2024
SELL
$28.84 - $29.16 $2.49 Million - $2.51 Million
-86,214 Reduced 77.79%
24,612 $699,000
Q4 2023

Feb 14, 2024
BUY
$28.59 - $29.06 $2.36 Million - $2.4 Million
82,605 Added 292.71%
110,826 $3.22 Million
Q3 2023

Oct 10, 2023
SELL
$28.66 - $28.88 $320,820 - $323,282
-11,194 Reduced 28.4%
28,221 $811,000
Q2 2023

Jul 24, 2023
BUY
$28.78 - $29.3 $909,332 - $925,762
31,596 Added 404.09%
39,415 $1.14 Million
Q1 2023

Apr 20, 2023
SELL
$28.64 - $29.36 $2.47 Million - $2.54 Million
-86,345 Reduced 91.7%
7,819 $229,000
Q4 2022

Jan 12, 2023
BUY
$28.7 - $29.07 $2.7 Million - $2.74 Million
94,164 New
94,164 $2.72 Million

Others Institutions Holding SPTS

# of Institutions
442
Shares Held
169M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO SHORT TERM TREA

SPTS Quotes by TradingView
  • Ticker SPTS
  • Sector ETFs
  • Industry ETFs
More about SPTS
Track This Portfolio

Track Evensky & Katz LLC Portfolio

Follow Evensky & Katz LLC 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 Evensky & Katz LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evensky & Katz LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email