Financial Advocates Investment Management Spdr Portfolio Short Term Corp Transaction History

Financial Advocates Investment Management

  • $1.78 Billion
  • Q3 2024

A detailed history of Financial Advocates Investment Management transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Financial Advocates Investment Management holds 112,394 shares of SPSB stock, worth $3.35 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
112,394
Previous 142,767 21.27%
Holding current value
$3.35 Million
Previous $4.24 Million 19.74%
% of portfolio
0.19%
Previous 0.27%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
SELL
$29.58 - $30.31 $898,433 - $920,605
-30,373 Reduced 21.27%
112,394 $3.4 Million
Q2 2024

Jul 26, 2024
BUY
$29.51 - $29.7 $1.59 Million - $1.6 Million
53,751 Added 60.38%
142,767 $4.24 Million
Q1 2024

May 01, 2024
BUY
$29.65 - $29.92 $184,808 - $186,491
6,233 Added 7.53%
89,016 $2.65 Million
Q4 2023

Feb 08, 2024
SELL
$29.14 - $29.78 $535,360 - $547,118
-18,372 Reduced 18.16%
82,783 $2.47 Million
Q3 2023

Oct 27, 2023
SELL
$29.26 - $29.5 $37,160 - $37,465
-1,270 Reduced 1.24%
101,155 $2.97 Million
Q2 2023

Aug 07, 2023
BUY
$29.36 - $29.7 $289,254 - $292,604
9,852 Added 10.64%
102,425 $3.02 Million
Q1 2023

May 11, 2023
SELL
$29.2 - $29.7 $19,301 - $19,631
-661 Reduced 0.71%
92,573 $2.74 Million
Q4 2022

Feb 14, 2023
BUY
$28.95 - $29.53 $2.22 Million - $2.26 Million
76,667 Added 462.77%
93,234 $2.74 Million
Q3 2022

Nov 14, 2022
BUY
$29.16 - $29.99 $483,093 - $496,844
16,567 New
16,567 $1.39 Million
Q2 2022

Aug 12, 2022
SELL
$29.45 - $30.11 $801,923 - $819,895
-27,230 Closed
0 $0
Q1 2022

May 11, 2022
SELL
$30.07 - $30.94 $8,930 - $9,189
-297 Reduced 1.08%
27,230 $820,000
Q4 2021

Feb 14, 2022
SELL
$30.92 - $31.24 $19,479 - $19,681
-630 Reduced 2.24%
27,527 $853,000
Q3 2021

Nov 04, 2021
SELL
$31.24 - $31.31 $2,686 - $2,692
-86 Reduced 0.3%
28,157 $880,000
Q2 2021

Aug 03, 2021
SELL
$31.26 - $31.37 $11,066 - $11,104
-354 Reduced 1.24%
28,243 $884,000
Q1 2021

May 10, 2021
SELL
$31.23 - $31.41 $574,881 - $578,195
-18,408 Reduced 39.16%
28,597 $897,000
Q4 2020

Feb 12, 2021
BUY
$31.31 - $31.42 $62,776 - $62,997
2,005 Added 4.46%
47,005 $1.48 Million
Q3 2020

Nov 04, 2020
BUY
$31.3 - $31.43 $8,231 - $8,266
263 Added 0.59%
45,000 $1.41 Million
Q2 2020

Aug 14, 2020
BUY
$30.09 - $31.34 $583,896 - $608,152
19,405 Added 76.6%
44,737 $1.4 Million
Q1 2020

Apr 29, 2020
BUY
$27.48 - $31.14 $1,291 - $1,463
47 Added 0.19%
25,332 $766,000
Q4 2019

Feb 13, 2020
SELL
$30.77 - $30.89 $14,831 - $14,888
-482 Reduced 1.87%
25,285 $780,000
Q3 2019

Nov 13, 2019
BUY
$30.69 - $30.85 $51,344 - $51,612
1,673 Added 6.94%
25,767 $795,000
Q2 2019

Aug 08, 2019
SELL
N/A
-558 Reduced 2.26%
24,094 $742,000
Q1 2019

May 16, 2019
BUY
N/A
15,322 Added 164.22%
24,652 $753,000
Q4 2018

Feb 14, 2019
BUY
N/A
5,125 Added 121.88%
9,330 $0
Q3 2018

Nov 14, 2018
BUY
N/A
4,205 New
4,205 $0

Others Institutions Holding SPSB

# of Institutions
565
Shares Held
191M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO SHORT TERM CORP

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

Track Financial Advocates Investment Management Portfolio

Follow Financial Advocates Investment 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 Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email