Arete Wealth Advisors, LLC Spdr Portfolio Short Term Corp Transaction History

Arete Wealth Advisors, LLC

  • $1.06 Billion
  • Q1 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 152,485 shares of SPSB stock, worth $4.53 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
152,485
Previous 116,691 30.67%
Holding current value
$4.53 Million
Previous $3.48 Million 30.62%
% of portfolio
0.43%
Previous 0.27%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$29.65 - $29.92 $1.06 Million - $1.07 Million
35,794 Added 30.67%
152,485 $4.54 Million
Q4 2023

Feb 14, 2024
BUY
$29.14 - $29.78 $1.85 Million - $1.89 Million
63,385 Added 118.91%
116,691 $3.48 Million
Q3 2023

Oct 30, 2023
SELL
$29.26 - $29.5 $734,396 - $740,420
-25,099 Reduced 32.01%
53,306 $1.56 Million
Q2 2023

Aug 09, 2023
BUY
$29.36 - $29.7 $78,068 - $78,972
2,659 Added 3.51%
78,405 $2.31 Million
Q1 2023

May 01, 2023
BUY
$29.2 - $29.7 $757,068 - $770,031
25,927 Added 52.04%
75,746 $2.24 Million
Q4 2022

Feb 06, 2023
BUY
$29.02 - $29.53 $132,418 - $134,745
4,563 Added 10.08%
49,819 $1.46 Million
Q3 2022

Nov 07, 2022
BUY
N/A
4,816 Added 11.91%
45,256 $1.32 Million
Q2 2022

Aug 15, 2022
BUY
N/A
64 Added 0.16%
40,440 $1.2 Million
Q1 2022

May 06, 2022
BUY
N/A
6,477 Added 19.11%
40,376 $1.22 Million
Q4 2021

Feb 07, 2022
BUY
N/A
2,650 Added 8.48%
33,899 $1.05 Million
Q3 2021

Nov 15, 2021
BUY
N/A
4,281 Added 15.87%
31,249 $977,000
Q2 2021

Aug 09, 2021
BUY
N/A
5,024 Added 22.89%
26,968 $838,000
Q1 2021

May 10, 2021
BUY
N/A
3,678 Added 20.14%
21,944 $687,000
Q4 2020

Feb 08, 2021
BUY
N/A
7,896 Added 76.14%
18,266 $574,000
Q3 2020

Nov 09, 2020
BUY
N/A
937 Added 9.93%
10,370 $325,000
Q2 2020

Aug 11, 2020
BUY
N/A
98 Added 1.05%
9,433 $296,000
Q1 2020

May 14, 2020
SELL
N/A
-250 Reduced 2.61%
9,335 $282,000
Q4 2019

Feb 14, 2020
BUY
N/A
95 Added 1.0%
9,585 $296,000
Q3 2019

Nov 13, 2019
BUY
N/A
1,655 Added 21.12%
9,490 $293,000
Q2 2019

Aug 14, 2019
BUY
N/A
7,835 New
7,835 $241,000
Q1 2019

May 15, 2019
SELL
N/A
-23,588 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
N/A
3,501 Added 17.43%
23,588 $711,000
Q3 2018

Nov 14, 2018
BUY
N/A
20,087 New
20,087 $606,000

Others Institutions Holding SPSB

# of Institutions
545
Shares Held
193M
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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