Juncture Wealth Strategies, LLC Spdr Portfolio Short Term Corp Transaction History

Juncture Wealth Strategies, LLC

$254 Million
Q1 2025

A detailed history of Juncture Wealth Strategies, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 14,168 shares of SPSB stock, worth $427,165. This represents 0.17% of its overall portfolio holdings.

Number of Shares

14,168

Previous 15,243 7.05%

Holding current value

$427,165

Previous $455,000 6.37%

% of portfolio

0.17%

Previous 0.17%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$29.82 - $30.1 $32,056 - $32,357	-1,075 Reduced 7.05%	14,168 $426,000
Q4 2024 Jan 21, 2025	SELL	$29.77 - $30.19 $4,048 - $4,105	-136 Reduced 0.88%	15,243 $455,000
Q3 2024 Oct 09, 2024	SELL	$29.58 - $30.31 $5,383 - $5,516	-182 Reduced 1.17%	15,379 $465,000
Q2 2024 Jul 11, 2024	SELL	$29.51 - $29.7 $10,151 - $10,216	-344 Reduced 2.16%	15,561 $462,000
Q1 2024 Apr 05, 2024	BUY	$29.65 - $29.92 $19,895 - $20,076	671 Added 4.4%	15,905 $473,000
Q4 2023 Jan 08, 2024	SELL	$29.14 - $29.78 $1,282 - $1,310	-44 Reduced 0.29%	15,234 $453,000
Q3 2023 Oct 10, 2023	SELL	$29.26 - $29.5 $55,389 - $55,843	-1,893 Reduced 11.02%	15,278 $447,000
Q2 2023 Jul 11, 2023	BUY	$29.36 - $29.7 $22,137 - $22,393	754 Added 4.59%	17,171 $505,000
Q1 2023 May 05, 2023	SELL	$29.2 - $29.7 $20,644 - $20,997	-707 Reduced 4.13%	16,417 $486,000
Q4 2022 Jan 18, 2023	SELL	$28.95 - $29.53 $217,935 - $222,301	-7,528 Reduced 30.54%	17,124 $0
Q3 2022 Oct 11, 2022	BUY	$29.16 - $29.99 $12,713 - $13,075	436 Added 1.8%	24,652 $720,000
Q2 2022 Jul 14, 2022	BUY	$29.45 - $30.11 $410,798 - $420,004	13,949 Added 135.86%	24,216 $720,000
Q1 2022 Jul 14, 2022	BUY	$30.07 - $30.94 $308,728 - $317,660	10,267 New	10,267 $309,000
Q4 2018 Jan 17, 2019	SELL	N/A	-8,009 Closed	0 $0
Q3 2018 Oct 03, 2018	BUY	N/A	946 Added 13.39%	8,009 $242,000
Q2 2018 Jul 13, 2018	BUY	N/A	7,063 New	7,063 $213,000

Others Institutions Holding SPSB

# of Institutions

610

Shares Held

240M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO SHORT TERM CORP

Ticker SPSB
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Juncture Wealth Strategies, LLC Spdr Portfolio Short Term Corp Transaction History