Kestra Private Wealth Services, LLC Spdr Portfolio Short Term Trea Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 11,965 shares of SPTS stock, worth $348,181. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,965
Previous 48,994 75.58%
Holding current value
$348,181
Previous $1.44 Million 75.9%
% of portfolio
0.01%
Previous 0.03%

Shares

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

Jan 28, 2025
SELL
$28.88 - $29.33 $1.07 Million - $1.09 Million
-37,029 Reduced 75.58%
11,965 $347,000
Q3 2024

Nov 13, 2024
BUY
$28.75 - $29.46 $932,592 - $955,623
32,438 Added 195.93%
48,994 $1.44 Million
Q2 2024

Aug 12, 2024
BUY
$28.65 - $28.88 $67,671 - $68,214
2,362 Added 16.64%
16,556 $477,000
Q1 2024

May 02, 2024
SELL
$28.84 - $29.16 $111,553 - $112,790
-3,868 Reduced 21.42%
14,194 $410,000
Q4 2023

Feb 05, 2024
BUY
$28.59 - $29.06 $41,598 - $42,282
1,455 Added 8.76%
18,062 $524,000
Q3 2023

Nov 07, 2023
SELL
$28.66 - $28.88 $45,798 - $46,150
-1,598 Reduced 8.78%
16,607 $476,000
Q2 2023

Aug 08, 2023
SELL
$28.78 - $29.3 $1.56 Million - $1.59 Million
-54,185 Reduced 74.85%
18,205 $524,000
Q1 2023

May 12, 2023
SELL
$28.64 - $29.36 $68,335 - $70,052
-2,386 Reduced 3.19%
72,390 $2.12 Million
Q4 2022

Jan 31, 2023
BUY
$28.7 - $29.07 $2.15 Million - $2.17 Million
74,776 New
74,776 $2.16 Million

Others Institutions Holding SPTS

# of Institutions
421
Shares Held
175M
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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