Us Financial Advisors, LLC Spdr Portfolio Short Term Trea Transaction History

Us Financial Advisors, LLC

$338 Million
Q1 2025

A detailed history of Us Financial Advisors, LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Us Financial Advisors, LLC holds 123,832 shares of SPTS stock, worth $3.62 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

123,832

Previous 120,755 2.55%

Holding current value

$3.62 Million

Previous $3.5 Million 3.34%

% of portfolio

1.07%

Previous 1.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$28.92 - $29.24 $88,986 - $89,971	3,077 Added 2.55%	123,832 $3.62 Million
Q4 2024 Feb 13, 2025	BUY	$28.88 - $29.33 $346 - $351	12 Added 0.01%	120,755 $3.5 Million
Q3 2024 Oct 31, 2024	SELL	$28.75 - $29.46 $18,026 - $18,471	-627 Reduced 0.52%	120,743 $3.55 Million
Q2 2024 Aug 01, 2024	BUY	$28.65 - $28.88 $263,637 - $265,753	9,202 Added 8.2%	121,370 $3.5 Million
Q1 2024 May 13, 2024	BUY	$28.84 - $29.16 $1,095 - $1,108	38 Added 0.03%	112,168 $3.24 Million

Q4 2023 Feb 07, 2024	BUY	$28.59 - $29.06 $32,421 - $32,954	1,134 Added 1.02%	112,130 $3.26 Million
Q3 2023 Nov 09, 2023	BUY	$28.66 - $28.88 $3.18 Million - $3.21 Million	110,996 New	110,996 $3.19 Million

Others Institutions Holding SPTS

# of Institutions

442

Shares Held

169M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO SHORT TERM TREA

Ticker SPTS
Sector ETFs
Industry ETFs

More about SPTS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Us Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Us Financial Advisors, LLC with notifications on news.

Account

Us Financial Advisors, LLC Spdr Portfolio Short Term Trea Transaction History