Capstone Wealth Management Group, LLC Spdr Portfolio Short Term Corp Transaction History

Capstone Wealth Management Group, LLC

  • $185 Million
  • Q4 2024

A detailed history of Capstone Wealth Management Group, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 68,315 shares of SPSB stock, worth $2.05 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
68,315
Previous 98,817 30.87%
Holding current value
$2.05 Million
Previous $2.99 Million 31.85%
% of portfolio
1.1%
Previous 1.76%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$29.77 - $30.19 $908,044 - $920,855
-30,502 Reduced 30.87%
68,315 $2.04 Million
Q3 2024

Oct 15, 2024
BUY
$29.58 - $30.31 $154,318 - $158,127
5,217 Added 5.57%
98,817 $2.99 Million
Q2 2024

Aug 09, 2024
SELL
$29.51 - $29.7 $11,744 - $11,820
-398 Reduced 0.42%
93,600 $2.78 Million
Q1 2024

Apr 18, 2024
BUY
$29.65 - $29.92 $2.79 Million - $2.81 Million
93,998 New
93,998 $2.8 Million
Q2 2023

Jul 27, 2023
SELL
$29.36 - $29.7 $2,436 - $2,465
-83 Reduced 1.15%
7,108 $209,000
Q1 2023

Apr 13, 2023
BUY
$29.2 - $29.7 $6,307 - $6,415
216 Added 3.1%
7,191 $213,000
Q4 2022

Jan 25, 2023
BUY
$28.95 - $29.53 $1,823 - $1,860
63 Added 0.91%
6,975 $0
Q3 2022

Nov 10, 2022
BUY
$29.16 - $29.99 $991 - $1,019
34 Added 0.49%
6,912 $202,000
Q2 2022

Aug 12, 2022
SELL
$29.45 - $30.11 $47,002 - $48,055
-1,596 Reduced 18.83%
6,878 $204,000
Q1 2022

Apr 12, 2022
SELL
$30.07 - $30.94 $5.34 Million - $5.5 Million
-177,610 Reduced 95.45%
8,474 $255,000
Q4 2021

Apr 12, 2022
BUY
$30.92 - $31.24 $5.75 Million - $5.81 Million
186,084 New
186,084 $5.76 Million

Others Institutions Holding SPSB

# of Institutions
609
Shares Held
219M
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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