Sax Wealth Advisors, LLC Spdr Portfolio Short Term Trea Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 13,234 shares of SPTS stock, worth $387,226. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,234
Previous 16,006 17.32%
Holding current value
$387,226
Previous $469,000 17.48%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
SELL
$29.23 - $29.39 $81,025 - $81,469
-2,772 Reduced 17.32%
13,234 $387,000
Q3 2025

Oct 20, 2025
SELL
$29.12 - $29.34 $25,480 - $25,672
-875 Reduced 5.18%
16,006 $469,000
Q2 2025

Jul 23, 2025
SELL
$29.07 - $29.38 $114,797 - $116,021
-3,949 Reduced 18.96%
16,881 $494,000
Q1 2025

May 14, 2025
BUY
$28.92 - $29.24 $602,403 - $609,069
20,830 New
20,830 $609,000

Others Institutions Holding SPTS

# of Institutions
446
Shares Held
170M
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
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