Dynamic Wealth Strategies, LLC Spdr Portfolio Short Term Corp Transaction History

Dynamic Wealth Strategies, LLC

$138 Million
Q2 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 100,652 shares of SPSB stock, worth $3.05 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares

100,652

Previous 160,698 37.37%

Holding current value

$3.05 Million

Previous $4.84 Million 37.19%

% of portfolio

2.2%

Previous 4.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$29.82 - $30.19 $1.79 Million - $1.81 Million	-60,046 Reduced 37.37%	100,652 $3.04 Million
Q1 2025 May 12, 2025	BUY	$29.82 - $30.1 $10,645 - $10,745	357 Added 0.22%	160,698 $4.84 Million
Q4 2024 Feb 13, 2025	BUY	$29.77 - $30.19 $21,434 - $21,736	720 Added 0.45%	160,341 $4.79 Million
Q3 2024 Nov 13, 2024	SELL	$29.58 - $30.31 $19,227 - $19,701	-650 Reduced 0.41%	159,621 $4.83 Million
Q2 2024 Aug 15, 2024	SELL	$29.51 - $29.7 $737,012 - $741,757	-24,975 Reduced 13.48%	160,271 $4.76 Million
Q1 2024 May 15, 2024	SELL	$29.65 - $29.92 $1.13 Million - $1.15 Million	-38,269 Reduced 17.12%	185,246 $5.52 Million
Q4 2023 Feb 13, 2024	BUY	$29.14 - $29.78 $6.51 Million - $6.66 Million	223,515 New	223,515 $6.66 Billion

Others Institutions Holding SPSB

# of Institutions

617

Shares Held

220M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO SHORT TERM CORP

Ticker SPSB
Sector ETFs
Industry ETFs

More about SPSB

Track This Portfolio

Portfolio Update

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

News

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

Account

Dynamic Wealth Strategies, LLC Spdr Portfolio Short Term Corp Transaction History