A detailed history of Smart Wealth LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Smart Wealth LLC holds 31,773 shares of SPTS stock, worth $924,594. This represents 0.33% of its overall portfolio holdings.

Number of Shares
31,773
Previous 96,625 67.12%
Holding current value
$924,594
Previous $2.84 Billion 67.56%
% of portfolio
0.33%
Previous 1.11%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025

SELL
$28.88 - $29.33 $1.87 Million - $1.9 Million
-64,852 Reduced 67.12%
31,773 $922 Million
Q3 2024

Dec 13, 2024

SELL
$28.75 - $29.46 $1.39 Million - $1.43 Million
-48,502 Reduced 33.42%
96,625 $2.84 Billion
Q2 2024

Dec 13, 2024

SELL
$28.65 - $28.88 $630,615 - $635,677
-22,011 Reduced 13.17%
145,127 $4.19 Billion
Q1 2024

Dec 13, 2024

SELL
$28.84 - $29.16 $5.3 Million - $5.36 Million
-183,788 Reduced 52.37%
167,138 $4.83 Billion
Q4 2023

Dec 13, 2024

SELL
$28.59 - $29.06 $9.81 Million - $9.97 Million
-343,100 Reduced 49.44%
350,926 $10.2 Billion
Q3 2023

Dec 13, 2024

BUY
$28.66 - $28.88 $13.9 Million - $14 Million
485,468 Added 232.77%
694,026 $19.9 Billion
Q2 2023

Dec 13, 2024

SELL
$28.78 - $29.3 $9.08 Million - $9.25 Million
-315,535 Reduced 60.21%
208,558 $6 Billion
Q1 2023

Dec 13, 2024

SELL
$28.64 - $29.36 $8.67 Million - $8.89 Million
-302,755 Reduced 36.62%
524,093 $15.3 Billion
Q4 2022

Dec 13, 2024

BUY
$28.7 - $29.07 $23.7 Million - $24 Million
826,848 New
826,848 $23.9 Billion

Others Institutions Holding SPTS

About SPDR PORTFOLIO SHORT TERM TREA


  • Ticker SPTS
  • Sector ETFs
  • Industry ETFs
More about SPTS
Track This Portfolio

Track Smart Wealth LLC Portfolio

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

News

Stay updated on Smart Wealth LLC with notifications on news.