Modern Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Modern Wealth Management, LLC holds 705,285 shares of SPSB stock, worth $21.3 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
705,285
Previous 585,648 20.43%
Holding current value
$21.3 Million
Previous $17.6 Million 20.79%
% of portfolio
0.56%
Previous 0.58%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$29.82 - $30.19 $3.57 Million - $3.61 Million
119,637 Added 20.43%
705,285 $21.3 Million
Q1 2025

May 30, 2025
BUY
$29.82 - $30.1 $669,220 - $675,504
22,442 Added 3.98%
585,648 $17.6 Million
Q1 2025

May 15, 2025
BUY
$29.82 - $30.1 $1.14 Million - $1.15 Million
38,311 Added 7.3%
563,206 $17 Billion
Q4 2024

May 30, 2025
SELL
$29.77 - $30.19 $1.29 Million - $1.31 Million
-43,294 Reduced 7.69%
519,912 $15.5 Million
Q4 2024

May 29, 2025
SELL
$29.77 - $30.19 $14.8 Million - $15 Million
-498,094 Reduced 88.44%
65,112 $1.94 Million
Q4 2024

Feb 11, 2025
BUY
$29.77 - $30.19 $1.82 Million - $1.85 Million
61,138 Added 13.18%
524,895 $15.7 Billion
Q3 2024

May 30, 2025
SELL
$29.58 - $30.31 $3.16 Million - $3.24 Million
-106,954 Reduced 18.99%
456,252 $13.8 Million
Q3 2024

May 29, 2025
SELL
$29.58 - $30.31 $15.6 Million - $16 Million
-526,735 Reduced 93.52%
36,471 $1.1 Million
Q3 2024

Nov 05, 2024
BUY
$29.58 - $30.31 $13.7 Million - $14.1 Million
463,757 New
463,757 $14 Billion

Others Institutions Holding SPSB

# of Institutions
625
Shares Held
226M
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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