Dakota Wealth Management Spdr Portfolio Short Term Trea Transaction History

Dakota Wealth Management

  • $4.18 Billion
  • Q2 2024

A detailed history of Dakota Wealth Management transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Dakota Wealth Management holds 29,014 shares of SPTS stock, worth $849,820. This represents 0.02% of its overall portfolio holdings.

Number of Shares
29,014
Previous 282,840 89.74%
Holding current value
$849,820
Previous $8.18 Million 89.77%
% of portfolio
0.02%
Previous 0.21%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
SELL
$28.65 - $28.88 $7.27 Million - $7.33 Million
-253,826 Reduced 89.74%
29,014 $837,000
Q1 2024

Apr 24, 2024
SELL
$28.84 - $29.16 $5.04 Million - $5.09 Million
-174,634 Reduced 38.17%
282,840 $8.18 Million
Q4 2023

Jan 30, 2024
SELL
$28.59 - $29.06 $2.3 Million - $2.34 Million
-80,430 Reduced 14.95%
457,474 $13.3 Million
Q3 2023

Oct 23, 2023
SELL
$28.66 - $28.88 $1.42 Million - $1.43 Million
-49,637 Reduced 8.45%
537,904 $15.4 Million
Q2 2023

Jul 31, 2023
BUY
$28.78 - $29.3 $198,927 - $202,521
6,912 Added 1.19%
587,541 $16.9 Million
Q1 2023

Apr 14, 2023
BUY
$28.64 - $29.36 $1.89 Million - $1.94 Million
66,033 Added 12.83%
580,629 $17 Million
Q4 2022

Feb 07, 2023
BUY
$28.72 - $29.07 $14.8 Million - $15 Million
514,596 New
514,596 $14.9 Million
Q4 2020

Feb 12, 2021
SELL
N/A
-9,721 Closed
0 $0
Q3 2020

Nov 04, 2020
SELL
N/A
-4,233 Reduced 30.34%
9,721 $298,000
Q2 2020

Aug 07, 2020
BUY
N/A
1,454 Added 11.63%
13,954 $429,000
Q1 2020

Apr 29, 2020
BUY
N/A
12,500 New
12,500 $384,000

Others Institutions Holding SPTS

# of Institutions
381
Shares Held
135M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO SHORT TERM TREA

SPTS Quotes by TradingView
  • Ticker SPTS
  • Sector ETFs
  • Industry ETFs
More about SPTS
Track This Portfolio

Track Dakota Wealth Management Portfolio

Follow Dakota Wealth Management 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 Dakota Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Dakota Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email