Wealthsource Partners, LLC Spdr Portfolio Short Term Trea Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Wealthsource Partners, LLC holds 18,691 shares of SPTS stock, worth $545,777. This represents 0.04% of its overall portfolio holdings.

Number of Shares
18,691
Previous 19,340 3.36%
Holding current value
$545,777
Previous $555,000 2.34%
% of portfolio
0.04%
Previous 0.04%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$28.59 - $29.06 $18,554 - $18,859
-649 Reduced 3.36%
18,691 $542,000
Q3 2023

Nov 09, 2023
SELL
$28.66 - $28.88 $22,928 - $23,104
-800 Reduced 3.97%
19,340 $555,000
Q2 2023

Aug 14, 2023
SELL
$28.78 - $29.3 $8,634 - $8,790
-300 Reduced 1.47%
20,140 $579,000
Q1 2023

May 15, 2023
SELL
$28.64 - $29.36 $37,232 - $38,168
-1,300 Reduced 5.98%
20,440 $597,000
Q4 2022

Feb 09, 2023
SELL
$28.7 - $29.07 $80,761 - $81,802
-2,814 Reduced 11.46%
21,740 $628,000
Q3 2022

Nov 14, 2022
SELL
$28.84 - $29.57 $936,723 - $960,433
-32,480 Reduced 56.95%
24,554 $710,000
Q2 2022

Aug 10, 2022
SELL
$29.16 - $29.7 $229,635 - $233,887
-7,875 Reduced 12.13%
57,034 $1.68 Million
Q4 2021

Feb 14, 2022
BUY
$30.42 - $30.64 $277,612 - $279,620
9,126 Added 16.36%
64,909 $1.98 Million
Q3 2021

Nov 18, 2021
SELL
$30.62 - $30.7 $137,116 - $137,474
-4,478 Reduced 7.43%
55,783 $1.71 Million
Q2 2021

Nov 18, 2021
BUY
$30.62 - $30.7 $178,606 - $179,073
5,833 Added 10.72%
60,261 $1.85 Million
Q1 2021

Jun 21, 2021
BUY
$30.64 - $30.7 $324,079 - $324,713
10,577 Added 24.12%
54,428 $1.67 Million
Q4 2020

Feb 12, 2021
BUY
$30.65 - $30.71 $478,170 - $479,106
15,601 Added 55.22%
43,851 $1.35 Million
Q3 2020

Nov 16, 2020
BUY
$30.69 - $30.73 $866,992 - $868,122
28,250 New
28,250 $0
Q2 2019

Aug 09, 2019
SELL
N/A
-13,365 Closed
0 $0
Q1 2019

May 16, 2019
SELL
N/A
-6,688 Reduced 33.35%
13,365 $398,000
Q4 2018

Feb 06, 2019
BUY
N/A
503 Added 2.57%
20,053 $593,000
Q3 2018

Nov 13, 2018
SELL
N/A
-116 Reduced 0.59%
19,550 $576,000
Q2 2018

Aug 14, 2018
SELL
N/A
-19,385 Reduced 49.64%
19,666 $581,000
Q1 2018

Apr 16, 2018
BUY
N/A
39,051 New
39,051 $1.16 Million

Others Institutions Holding SPTS

# of Institutions
419
Shares Held
175M
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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