Pensionmark Financial Group, LLC Spdr Portfolio Short Term Trea Transaction History

Pensionmark Financial Group, LLC

$4.67 Billion
Q3 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 7,687 shares of SPTS stock, worth $224,921. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,687

Previous 8,234 6.64%

Holding current value

$224,921

Previous $241,000 6.64%

% of portfolio

0.0%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$29.12 - $29.34 $15,928 - $16,048	-547 Reduced 6.64%	7,687 $225,000
Q2 2025 Aug 04, 2025	SELL	$29.07 - $29.38 $8,197 - $8,285	-282 Reduced 3.31%	8,234 $241,000
Q1 2025 Apr 29, 2025	BUY	$28.92 - $29.24 $14,199 - $14,356	491 Added 6.12%	8,516 $249,000
Q4 2024 Feb 12, 2025	SELL	$28.88 - $29.33 $14,555 - $14,782	-504 Reduced 5.91%	8,025 $232,000
Q3 2024 Nov 25, 2024	SELL	$28.75 - $29.46 $97,203 - $99,604	-3,381 Reduced 28.39%	8,529 $250,000

Q3 2024 Nov 14, 2024	BUY	$28.75 - $29.46 $116,293 - $119,165	4,045 Added 51.43%	11,910 $350,000
Q2 2024 Aug 14, 2024	BUY	$28.65 - $28.88 $225,332 - $227,141	7,865 New	7,865 $227,000

Others Institutions Holding SPTS

# of Institutions

442

Shares Held

169M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO SHORT TERM TREA

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Pensionmark Financial Group, LLC Spdr Portfolio Short Term Trea Transaction History