Falcon Wealth Planning Spdr Portfolio Short Term Trea Transaction History

Falcon Wealth Planning

  • $810 Million
  • Q4 2024

A detailed history of Falcon Wealth Planning transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Falcon Wealth Planning holds 13,170 shares of SPTS stock, worth $382,325. This represents 0.05% of its overall portfolio holdings.

Number of Shares
13,170
Holding current value
$382,325
% of portfolio
0.05%

Shares

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

Jan 22, 2025
BUY
$28.88 - $29.33 $380,349 - $386,276
13,170 New
13,170 $382,000
Q1 2024

Apr 15, 2024
BUY
$28.84 - $29.16 $721 - $729
25 Added 0.36%
7,032 $203,000
Q4 2023

Jan 10, 2024
BUY
$28.59 - $29.06 $200,330 - $203,623
7,007 New
7,007 $203,000
Q2 2023

Jul 13, 2023
SELL
$28.78 - $29.3 $2,993 - $3,047
-104 Reduced 1.47%
6,979 $200,000
Q1 2023

May 15, 2023
SELL
$28.64 - $29.36 $2,463 - $2,524
-86 Reduced 1.2%
7,083 $207,000
Q4 2022

Jan 20, 2023
SELL
$28.7 - $29.07 $344 - $348
-12 Reduced 0.17%
7,169 $0
Q3 2022

Nov 10, 2022
SELL
$28.84 - $29.57 $43,346 - $44,443
-1,503 Reduced 17.31%
7,181 $208,000
Q2 2022

Jul 20, 2022
BUY
$29.16 - $29.7 $253,225 - $257,914
8,684 New
8,684 $256,000

Others Institutions Holding SPTS

# of Institutions
400
Shares Held
176M
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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