First Purpose Wealth LLC Spdr Portfolio Short Term Corp Transaction History

First Purpose Wealth LLC

  • $275 Million
  • Q1 2024

A detailed history of First Purpose Wealth LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, First Purpose Wealth LLC holds 27,046 shares of SPSB stock, worth $805,970. This represents 0.29% of its overall portfolio holdings.

Number of Shares
27,046
Previous 27,119 0.27%
Holding current value
$805,970
Previous $807,000 0.25%
% of portfolio
0.29%
Previous 0.31%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
SELL
$29.65 - $29.92 $2,164 - $2,184
-73 Reduced 0.27%
27,046 $805,000
Q4 2023

Apr 22, 2024
SELL
$29.14 - $29.78 $261,385 - $267,126
-8,970 Reduced 24.86%
27,119 $807,000
Q3 2023

Oct 30, 2023
BUY
$29.26 - $29.5 $60,714 - $61,212
2,075 Added 6.1%
36,089 $1.06 Million
Q2 2023

Jul 21, 2023
SELL
$29.36 - $29.7 $41,808 - $42,292
-1,424 Reduced 4.02%
34,014 $1 Million
Q1 2023

May 03, 2023
BUY
$29.2 - $29.7 $277,487 - $282,239
9,503 Added 36.64%
35,438 $1.05 Million
Q4 2022

Jan 26, 2023
SELL
$28.95 - $29.53 $190,693 - $194,514
-6,587 Reduced 20.25%
25,935 $0
Q3 2022

Oct 24, 2022
BUY
$29.16 - $29.99 $43,885 - $45,134
1,505 Added 4.85%
32,522 $950,000
Q2 2022

Jul 25, 2022
BUY
$29.45 - $30.11 $113,029 - $115,562
3,838 Added 14.12%
31,017 $922,000
Q1 2022

Apr 18, 2022
BUY
$30.07 - $30.94 $467,227 - $480,745
15,538 Added 133.48%
27,179 $819,000
Q4 2021

Feb 24, 2022
BUY
$30.92 - $31.24 $359,939 - $363,664
11,641 New
11,641 $361,000

Others Institutions Holding SPSB

# of Institutions
565
Shares Held
191M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO SHORT TERM CORP

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

Track First Purpose Wealth LLC Portfolio

Follow First Purpose Wealth 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 First Purpose Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on First Purpose Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email