O'Brien Wealth Partners LLC Spdr Portfolio Short Term Trea Transaction History

O'Brien Wealth Partners LLC

$527 Million
Q4 2024

A detailed history of O'Brien Wealth Partners LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, O'Brien Wealth Partners LLC holds 396,433 shares of SPTS stock, worth $11.5 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares

396,433

Previous 362,446 9.38%

Holding current value

$11.5 Million

Previous $10.7 Million 7.89%

% of portfolio

2.18%

Previous 2.2%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$28.88 - $29.33 $981,544 - $996,838	33,987 Added 9.38%	396,433 $11.5 Million
Q3 2024 Oct 23, 2024	BUY	$28.75 - $29.46 $233,248 - $239,008	8,113 Added 2.29%	362,446 $10.7 Million
Q2 2024 Jul 22, 2024	BUY	$28.65 - $28.88 $368,754 - $371,714	12,871 Added 3.77%	354,333 $10.2 Million
Q1 2024 Apr 18, 2024	BUY	$28.84 - $29.16 $300,253 - $303,584	10,411 Added 3.14%	341,462 $9.88 Million
Q4 2023 Jan 25, 2024	BUY	$28.59 - $29.06 $223,173 - $226,842	7,806 Added 2.41%	331,051 $9.62 Million
Q3 2023 Oct 24, 2023	BUY	$28.66 - $28.88 $9.26 Million - $9.34 Million	323,245 New	323,245 $9.28 Million

Others Institutions Holding SPTS

# of Institutions

421

Shares Held

175M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO SHORT TERM TREA

Ticker SPTS
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O'Brien Wealth Partners LLC Spdr Portfolio Short Term Trea Transaction History