Forvis Wealth Advisors, LLC Spdr Portfolio Short Term Corp Transaction History

Forvis Wealth Advisors, LLC

$3.91 Billion
Q1 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 12,838 shares of SPSB stock, worth $382,700. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,838

Previous 19,945 35.63%

Holding current value

$382,700

Previous $593,000 35.58%

% of portfolio

0.01%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	SELL	$29.65 - $29.92 $210,722 - $212,641	-7,107 Reduced 35.63%	12,838 $382,000
Q4 2023 Jan 11, 2024	SELL	$29.14 - $29.78 $34,297 - $35,051	-1,177 Reduced 5.57%	19,945 $593,000
Q3 2023 Oct 25, 2023	SELL	$29.26 - $29.5 $151,596 - $152,839	-5,181 Reduced 19.7%	21,122 $619,000
Q2 2023 Aug 08, 2023	BUY	$29.36 - $29.7 $5,284 - $5,346	180 Added 0.69%	26,303 $774,000
Q1 2023 Apr 26, 2023	SELL	$29.2 - $29.7 $42,632 - $43,362	-1,460 Reduced 5.29%	26,123 $774,000

Q4 2022 Feb 02, 2023	SELL	$29.02 - $29.53 $37,958 - $38,625	-1,308 Reduced 4.53%	27,583 $810,000
Q3 2022 Oct 13, 2022	SELL	N/A	-3,693 Reduced 11.33%	28,891 $844,000
Q2 2022 Jul 22, 2022	BUY	N/A	32,584 New	32,584 $969,000

Others Institutions Holding SPSB

# of Institutions

544

Shares Held

193M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO SHORT TERM CORP

Ticker SPSB
Sector ETFs
Industry ETFs

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Forvis Wealth Advisors, LLC Spdr Portfolio Short Term Corp Transaction History