Kcs Wealth Advisory Spdr Portfolio Short Term Trea Transaction History

Kcs Wealth Advisory

  • $224 Million
  • Q3 2023

A detailed history of Kcs Wealth Advisory transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Kcs Wealth Advisory holds 10,498 shares of SPTS stock, worth $307,066. This represents 0.13% of its overall portfolio holdings.

Number of Shares
10,498
Previous 12,553 16.37%
Holding current value
$307,066
Previous $361,000 16.62%
% of portfolio
0.13%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023
SELL
$28.66 - $28.88 $58,896 - $59,348
-2,055 Reduced 16.37%
10,498 $301,000
Q2 2023

Jul 17, 2023
BUY
$28.78 - $29.3 $91,750 - $93,408
3,188 Added 34.04%
12,553 $361,000
Q1 2023

Apr 17, 2023
SELL
$28.64 - $29.36 $4,439 - $4,550
-155 Reduced 1.63%
9,365 $273,000
Q4 2022

Feb 07, 2023
SELL
$28.7 - $29.07 $4 Million - $4.05 Million
-139,327 Reduced 93.6%
9,520 $275,000
Q3 2022

Oct 21, 2022
BUY
$28.84 - $29.57 $1.98 Million - $2.03 Million
68,518 Added 85.3%
148,847 $4.3 Million
Q2 2022

Jul 22, 2022
BUY
$29.16 - $29.7 $2.34 Million - $2.39 Million
80,329 New
80,329 $2.37 Million

Others Institutions Holding SPTS

# of Institutions
423
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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