Stonehaven Wealth & Tax Solutions, LLC Spdr Portfolio Short Term Corp Transaction History

Stonehaven Wealth & Tax Solutions, LLC

  • $108 Billion
  • Q3 2025

A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 12,122 shares of SPSB stock, worth $365,841. This represents 0.34% of its overall portfolio holdings.

Number of Shares
12,122
Previous 11,908 1.8%
Holding current value
$365,841
Previous $360 Million 2.13%
% of portfolio
0.34%
Previous 0.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$30.02 - $30.29 $6,424 - $6,482
214 Added 1.8%
12,122 $367 Million
Q2 2025

Aug 14, 2025
BUY
$29.82 - $30.19 $41,241 - $41,752
1,383 Added 13.14%
11,908 $360 Million
Q1 2025

May 15, 2025
SELL
$29.82 - $30.1 $53,288 - $53,788
-1,787 Reduced 14.51%
10,525 $317 Million
Q4 2024

Feb 13, 2025
BUY
$29.77 - $30.19 $366,528 - $371,699
12,312 New
12,312 $368 Million

Others Institutions Holding SPSB

# of Institutions
620
Shares Held
211M
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 Stonehaven Wealth & Tax Solutions, LLC Portfolio

Follow Stonehaven Wealth & Tax Solutions, 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 Stonehaven Wealth & Tax Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonehaven Wealth & Tax Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email