West Wealth Group, LLC Spdr Portfolio Long Term Treas Transaction History

West Wealth Group, LLC

$332 Million
Q4 2024

A detailed history of West Wealth Group, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, West Wealth Group, LLC holds 58,835 shares of SPTL stock, worth $1.6 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

58,835

Previous 52,352 12.38%

Holding current value

$1.6 Million

Previous $1.52 Million 1.25%

% of portfolio

0.46%

Previous 0.5%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$26.05 - $29.17 $168,882 - $189,109	6,483 Added 12.38%	58,835 $1.54 Million
Q3 2024 Oct 23, 2024	SELL	$26.69 - $29.87 $579,066 - $648,059	-21,696 Reduced 29.3%	52,352 $1.52 Million
Q2 2024 Aug 01, 2024	SELL	$26.06 - $27.96 $1,876 - $2,013	-72 Reduced 0.1%	74,048 $2.02 Million
Q1 2024 May 08, 2024	BUY	$27.25 - $28.98 $1.08 Million - $1.15 Million	39,791 Added 115.91%	74,120 $2.07 Million
Q4 2023 Jan 18, 2024	SELL	$24.55 - $29.44 $41,145 - $49,341	-1,676 Reduced 4.65%	34,329 $996,000
Q3 2023 Oct 06, 2023	SELL	$26.09 - $29.96 $16,645 - $19,114	-638 Reduced 1.74%	36,005 $941,000
Q2 2023 Jul 26, 2023	BUY	$29.25 - $31.5 $621,094 - $668,871	21,234 Added 137.8%	36,643 $1.1 Million
Q1 2023 Apr 06, 2023	BUY	$28.88 - $31.49 $445,011 - $485,229	15,409 New	15,409 $475,000

Others Institutions Holding SPTL

# of Institutions

482

Shares Held

365M

Call Options Held

40.7K

Put Options Held

12.7K

View Full List

About SPDR PORTFOLIO LONG TERM TREAS

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West Wealth Group, LLC Spdr Portfolio Long Term Treas Transaction History