A detailed history of Buck Wealth Strategies, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Buck Wealth Strategies, LLC holds 236,408 shares of SPSB stock, worth $7.07 Million. This represents 2.26% of its overall portfolio holdings.

Number of Shares
236,408
Previous 254,300 7.04%
Holding current value
$7.07 Million
Previous $7.55 Million 5.22%
% of portfolio
2.26%
Previous 2.23%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

SELL
$29.58 - $30.31 $529,245 - $542,306
-17,892 Reduced 7.04%
236,408 $7.16 Million
Q2 2024

Aug 14, 2024

BUY
$29.51 - $29.7 $7.5 Million - $7.55 Million
254,300 New
254,300 $7.55 Million
Q4 2023

Jan 23, 2024

BUY
$29.14 - $29.78 $221,143 - $226,000
7,589 Added 4.24%
186,698 $5.56 Million
Q3 2023

Nov 06, 2023

BUY
$29.26 - $29.5 $117,332 - $118,295
4,010 Added 2.29%
179,109 $5.25 Million
Q2 2023

Nov 06, 2023

BUY
$29.36 - $29.7 $346,594 - $350,608
11,805 Added 7.23%
175,099 $5.16 Billion
Q1 2023

Nov 06, 2023

BUY
$29.2 - $29.7 $61,904 - $62,964
2,120 Added 1.32%
163,294 $4.85 Billion
Q3 2022

Oct 30, 2023

BUY
$29.16 - $29.99 $4.7 Million - $4.83 Million
161,174 New
161,174 $4.73 Billion

Others Institutions Holding SPSB

About SPDR PORTFOLIO SHORT TERM CORP


  • Ticker SPSB
  • Sector ETFs
  • Industry ETFs
More about SPSB
Track This Portfolio

Track Buck Wealth Strategies, LLC Portfolio

Follow Buck Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Buck Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buck Wealth Strategies, LLC with notifications on news.