Ever Source Wealth Advisors, LLC Spdr Portfolio Short Term Trea Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,862 shares of SPTS stock, worth $84,085. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,862
Previous 12,063 76.27%
Holding current value
$84,085
Previous $352,000 76.42%
% of portfolio
0.0%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$29.07 - $29.38 $267,473 - $270,325
-9,201 Reduced 76.27%
2,862 $83,000
Q1 2025

May 13, 2025
BUY
$28.92 - $29.24 $269,679 - $272,663
9,325 Added 340.58%
12,063 $352,000
Q4 2024

Feb 07, 2025
BUY
$28.88 - $29.33 $20,649 - $20,970
715 Added 35.34%
2,738 $79,000
Q4 2023

Feb 09, 2024
BUY
$28.59 - $29.06 $57,837 - $58,788
2,023 New
2,023 $58,000

Others Institutions Holding SPTS

# of Institutions
434
Shares Held
170M
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
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