Wells Trecaso Financial Group, LLC Spdr Portfolio Short Term Trea Transaction History

Wells Trecaso Financial Group, LLC

$210 Million
Q3 2025

A detailed history of Wells Trecaso Financial Group, LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Wells Trecaso Financial Group, LLC holds 12,759 shares of SPTS stock, worth $373,328. This represents 0.18% of its overall portfolio holdings.

Number of Shares

12,759

Previous 33,408 61.81%

Holding current value

$373,328

Previous $978,000 61.76%

% of portfolio

0.18%

Previous 0.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$29.12 - $29.34 $601,298 - $605,841	-20,649 Reduced 61.81%	12,759 $374,000
Q2 2025 Jul 21, 2025	BUY	$29.07 - $29.38 $89,826 - $90,784	3,090 Added 10.19%	33,408 $978,000
Q1 2025 Apr 18, 2025	SELL	$28.92 - $29.24 $23,251 - $23,508	-804 Reduced 2.58%	30,318 $885,000
Q4 2024 Jan 17, 2025	BUY	$28.88 - $29.33 $197,683 - $200,763	6,845 Added 28.2%	31,122 $902,000
Q3 2024 Oct 24, 2024	BUY	$28.75 - $29.46 $87,256 - $89,411	3,035 Added 14.29%	24,277 $713,000

Q2 2024 Aug 13, 2024	BUY	$28.65 - $28.88 $121,647 - $122,624	4,246 Added 24.98%	21,242 $613,000
Q1 2024 Apr 24, 2024	BUY	$28.84 - $29.16 $490,164 - $495,603	16,996 New	16,996 $491,000

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 Wells Trecaso Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wells Trecaso Financial Group, LLC with notifications on news.

Account

Wells Trecaso Financial Group, LLC Spdr Portfolio Short Term Trea Transaction History