Echo Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History

Echo Wealth Management, LLC

$127 Million
Q3 2024

A detailed history of Echo Wealth Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Echo Wealth Management, LLC holds 52,758 shares of SPSB stock, worth $1.57 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

52,758

Previous 51,365 2.71%

Holding current value

$1.57 Million

Previous $1.53 Million 4.72%

% of portfolio

1.25%

Previous 1.3%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$29.58 - $30.31 $41,204 - $42,221	1,393 Added 2.71%	52,758 $1.6 Million
Q2 2024 Jul 17, 2024	BUY	$29.51 - $29.7 $165,019 - $166,082	5,592 Added 12.22%	51,365 $1.53 Million
Q1 2024 Apr 22, 2024	SELL	$29.65 - $29.92 $121,298 - $122,402	-4,091 Reduced 8.2%	45,773 $1.36 Million
Q4 2023 Jan 17, 2024	BUY	$29.14 - $29.78 $387,911 - $396,431	13,312 Added 36.42%	49,864 $1.48 Million
Q3 2023 Oct 20, 2023	SELL	$29.26 - $29.5 $44,680 - $45,046	-1,527 Reduced 4.01%	36,552 $1.07 Million
Q2 2023 Jul 31, 2023	SELL	$29.36 - $29.7 $60,804 - $61,508	-2,071 Reduced 5.16%	38,079 $1.12 Million
Q1 2023 Apr 28, 2023	SELL	$29.2 - $29.7 $3.39 Million - $3.45 Million	-116,218 Reduced 74.32%	40,150 $1.19 Million
Q4 2022 Jan 30, 2023	BUY	$28.95 - $29.53 $2.44 Million - $2.49 Million	84,289 Added 116.94%	156,368 $4.59 Million
Q3 2022 Nov 14, 2022	BUY	$29.16 - $29.99 $23,094 - $23,752	792 Added 1.11%	72,079 $2.1 Million
Q2 2022 Jul 29, 2022	BUY	$29.45 - $30.11 $107,669 - $110,082	3,656 Added 5.41%	71,287 $2.12 Million
Q1 2022 May 16, 2022	BUY	$30.07 - $30.94 $83,083 - $85,487	2,763 Added 4.26%	67,631 $2.03 Million
Q4 2021 Jan 18, 2022	BUY	$30.92 - $31.24 $99,933 - $100,967	3,232 Added 5.24%	64,868 $2 Million
Q3 2021 Oct 22, 2021	BUY	$31.24 - $31.31 $203,934 - $204,391	6,528 Added 11.85%	61,636 $1.92 Million
Q2 2021 Jul 14, 2021	SELL	$31.26 - $31.37 $88,497 - $88,808	-2,831 Reduced 4.89%	55,108 $1.72 Million
Q1 2021 Apr 07, 2021	BUY	$31.23 - $31.41 $282,412 - $284,040	9,043 Added 18.49%	57,939 $1.81 Million
Q4 2020 Feb 22, 2021	BUY	$31.31 - $31.42 $1.53 Million - $1.54 Million	48,896 New	48,896 $1.54 Million

Others Institutions Holding SPSB

# of Institutions

565

Shares Held

191M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO SHORT TERM CORP

Ticker SPSB
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Echo Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History