Wells Financial Advisors Inc Spdr Portfolio Short Term Corp Transaction History

Wells Financial Advisors Inc

  • $73.1 Million
  • Q3 2024

A detailed history of Wells Financial Advisors Inc transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Wells Financial Advisors Inc holds 5,318 shares of SPSB stock, worth $158,476. This represents 0.22% of its overall portfolio holdings.

Number of Shares
5,318
Previous 34,485 84.58%
Holding current value
$158,476
Previous $1.02 Million 84.28%
% of portfolio
0.22%
Previous 0.69%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$29.58 - $30.31 $862,759 - $884,051
-29,167 Reduced 84.58%
5,318 $161,000
Q2 2024

Aug 09, 2024
SELL
$29.51 - $29.7 $117,036 - $117,790
-3,966 Reduced 10.31%
34,485 $1.02 Million
Q1 2024

May 13, 2024
SELL
$29.65 - $29.92 $29,709 - $29,979
-1,002 Reduced 2.54%
38,451 $1.14 Million
Q4 2023

Feb 12, 2024
BUY
$29.14 - $29.78 $9,820 - $10,035
337 Added 0.86%
39,453 $1.17 Million
Q3 2023

Oct 10, 2023
SELL
$29.26 - $29.5 $26,919 - $27,140
-920 Reduced 2.3%
39,116 $1.15 Million
Q2 2023

Aug 07, 2023
BUY
$29.36 - $29.7 $340,634 - $344,579
11,602 Added 40.8%
40,036 $1.18 Million
Q1 2023

May 03, 2023
BUY
$29.2 - $29.7 $30,952 - $31,482
1,060 Added 3.87%
28,434 $842,000
Q4 2022

Feb 03, 2023
SELL
$28.95 - $29.53 $729,887 - $744,510
-25,212 Reduced 47.94%
27,374 $804,000
Q3 2022

Nov 09, 2022
BUY
$29.16 - $29.99 $44,352 - $45,614
1,521 Added 2.98%
52,586 $1.54 Million
Q2 2022

Aug 10, 2022
SELL
$29.45 - $30.11 $13,694 - $14,001
-465 Reduced 0.9%
51,065 $1.52 Million
Q1 2022

Apr 25, 2022
SELL
$30.07 - $30.94 $28,927 - $29,764
-962 Reduced 1.83%
51,530 $1.55 Million
Q4 2021

Feb 11, 2022
BUY
$30.92 - $31.24 $339,192 - $342,702
10,970 Added 26.42%
52,492 $1.63 Million
Q3 2021

Nov 10, 2021
BUY
$31.24 - $31.31 $32,395 - $32,468
1,037 Added 2.56%
41,522 $1.3 Million
Q2 2021

Aug 02, 2021
BUY
$31.26 - $31.37 $21,100 - $21,174
675 Added 1.7%
40,485 $1.27 Million
Q1 2021

May 12, 2021
BUY
$31.23 - $31.41 $577,536 - $580,865
18,493 Added 86.75%
39,810 $1.25 Million
Q4 2020

Feb 11, 2021
BUY
$31.31 - $31.42 $667,435 - $669,780
21,317 New
21,317 $669,000

Others Institutions Holding SPSB

# of Institutions
565
Shares Held
191M
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
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