Avidian Wealth Solutions, LLC Spdr Portfolio Short Term Corp Transaction History

Avidian Wealth Solutions, LLC

$2.16 Billion
Q4 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 21,016 shares of SPSB stock, worth $630,480. This represents 0.03% of its overall portfolio holdings.

Number of Shares

21,016

Previous 19,368 8.51%

Holding current value

$630,480

Previous $586,000 7.0%

% of portfolio

0.03%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$29.77 - $30.19 $49,060 - $49,753	1,648 Added 8.51%	21,016 $627,000
Q3 2024 Oct 30, 2024	BUY	$29.58 - $30.31 $23,427 - $24,005	792 Added 4.26%	19,368 $586,000
Q2 2024 Aug 06, 2024	BUY	$29.51 - $29.7 $9,826 - $9,890	333 Added 1.83%	18,576 $551,000
Q1 2024 May 03, 2024	BUY	$29.65 - $29.92 $144,187 - $145,500	4,863 Added 36.35%	18,243 $543,000
Q4 2023 Feb 06, 2024	BUY	$29.14 - $29.78 $23,574 - $24,092	809 Added 6.44%	13,380 $398,000
Q3 2023 Oct 13, 2023	BUY	$29.26 - $29.5 $39,354 - $39,677	1,345 Added 11.98%	12,571 $368,000
Q2 2023 Aug 03, 2023	BUY	$29.36 - $29.7 $7,721 - $7,811	263 Added 2.4%	11,226 $330,000
Q1 2023 May 08, 2023	SELL	$29.2 - $29.7 $1.96 Million - $1.99 Million	-66,963 Reduced 85.93%	10,963 $324,000
Q4 2022 Feb 06, 2023	BUY	$28.95 - $29.53 $1.94 Million - $1.98 Million	66,981 Added 611.98%	77,926 $2.29 Million
Q3 2022 Nov 03, 2022	SELL	$29.16 - $29.99 $172,073 - $176,970	-5,901 Reduced 35.03%	10,945 $320,000
Q2 2022 Jul 29, 2022	SELL	$29.45 - $30.11 $47,385 - $48,446	-1,609 Reduced 8.72%	16,846 $501,000
Q1 2022 May 10, 2022	SELL	$30.07 - $30.94 $199,935 - $205,720	-6,649 Reduced 26.49%	18,455 $556,000
Q4 2021 Feb 14, 2022	BUY	$30.92 - $31.24 $776,215 - $784,248	25,104 New	25,104 $777,000
Q1 2018 May 15, 2018	SELL	N/A	-877,154 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	N/A	62,149 Added 7.63%	877,154 $26.7 Million
Q3 2017 Nov 14, 2017	BUY	N/A	815,005	815,005 $25 Million

Others Institutions Holding SPSB

# of Institutions

571

Shares Held

193M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO SHORT TERM CORP

Ticker SPSB
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Avidian Wealth Solutions, LLC Spdr Portfolio Short Term Corp Transaction History