Kingsview Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 454,244 shares of SPSB stock, worth $13.5 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

454,244

Previous 500,608 9.26%

Holding current value

$13.5 Million

Previous $14.9 Million 7.49%

% of portfolio

0.31%

Previous 0.37%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$29.58 - $30.31 $1.37 Million - $1.41 Million	-46,364 Reduced 9.26%	454,244 $13.8 Million
Q2 2024 Aug 14, 2024	BUY	$29.51 - $29.7 $581,612 - $585,357	19,709 Added 4.1%	500,608 $14.9 Million
Q1 2024 May 09, 2024	BUY	$29.65 - $29.92 $2.76 Million - $2.78 Million	92,998 Added 23.97%	480,899 $14.3 Million
Q4 2023 Feb 08, 2024	BUY	$29.14 - $29.78 $795,376 - $812,845	27,295 Added 7.57%	387,901 $11.6 Million
Q3 2023 Nov 07, 2023	BUY	$29.26 - $29.5 $316,008 - $318,600	10,800 Added 3.09%	360,606 $10.6 Million
Q2 2023 Aug 10, 2023	SELL	$29.36 - $29.7 $103,699 - $104,900	-3,532 Reduced 1.0%	349,806 $10.3 Million
Q1 2023 May 15, 2023	SELL	$29.2 - $29.7 $352,152 - $358,182	-12,060 Reduced 3.3%	353,338 $10.5 Million
Q4 2022 Feb 13, 2023	BUY	$28.95 - $29.53 $183,600 - $187,279	6,342 Added 1.77%	365,398 $10.7 Million
Q3 2022 Nov 14, 2022	SELL	$29.16 - $29.99 $523,626 - $538,530	-17,957 Reduced 4.76%	359,056 $10.5 Million
Q2 2022 Aug 16, 2022	SELL	$29.45 - $30.11 $155,083 - $158,559	-5,266 Reduced 1.38%	377,013 $11.2 Million
Q1 2022 Feb 08, 2024	SELL	$30.07 - $30.94 $375,634 - $386,502	-12,492 Reduced 3.22%	375,409 $0
Q4 2021 Feb 17, 2022	SELL	$30.92 - $31.24 $109,116 - $110,245	-3,529 Reduced 0.91%	382,279 $11.8 Million
Q3 2021 Dec 03, 2021	SELL	$31.24 - $31.31 $3.33 Million - $3.34 Million	-106,694 Reduced 21.66%	385,808 $12.1 Million
Q2 2021 Aug 17, 2021	BUY	$31.26 - $31.37 $1.34 Million - $1.35 Million	42,969 Added 9.56%	492,502 $15.4 Million
Q1 2021 May 24, 2021	BUY	$31.23 - $31.41 $136,693 - $137,481	4,377 Added 0.98%	449,533 $14.1 Million
Q4 2020 Feb 16, 2021	BUY	$31.31 - $31.42 $5.44 Million - $5.46 Million	173,798 Added 64.05%	445,156 $14 Million
Q3 2020 Nov 19, 2020	BUY	$31.3 - $31.43 $2.19 Million - $2.2 Million	69,955 Added 34.73%	271,358 $8.51 Million
Q2 2020 Aug 14, 2020	BUY	$30.09 - $31.34 $441,390 - $459,726	14,669 Added 7.86%	201,403 $6.31 Million
Q1 2020 May 11, 2020	BUY	$27.48 - $31.14 $12,008 - $13,608	437 Added 0.23%	186,734 $5.65 Million
Q4 2019 Jan 31, 2020	BUY	$30.77 - $30.89 $4.72 Million - $4.74 Million	153,503 Added 468.08%	186,297 $5.75 Million
Q4 2019 Jan 30, 2020	BUY	$30.77 - $30.89 $644,693 - $647,207	20,952 Added 176.93%	32,794 $998,000
Q3 2019 Jan 29, 2020	BUY	$30.69 - $30.85 $8,071 - $8,113	263 Added 2.27%	11,842 $365,000
Q2 2019 Jan 29, 2020	BUY	N/A	4,376 Added 60.75%	11,579 $356,000
Q1 2019 Jan 29, 2020	BUY	N/A	95 Added 1.34%	7,203 $220,000
Q4 2018 Jan 29, 2020	BUY	N/A	266 Added 3.89%	7,108 $214,000
Q3 2018 Jan 29, 2020	SELL	N/A	-7,250 Reduced 51.45%	6,842 $206,000
Q2 2018 Jan 29, 2020	SELL	N/A	-7,203 Reduced 33.82%	14,092 $425,000
Q1 2018 Jan 29, 2020	SELL	N/A	-11,499 Reduced 35.06%	21,295 $643,000
Q4 2017 Jan 29, 2020	BUY	N/A	19,853 Added 153.41%	32,794 $998,000
Q3 2017 Jan 29, 2020	BUY	N/A	3,691 Added 39.9%	12,941 $397,000
Q2 2017 Jan 29, 2020	SELL	N/A	-19,028 Reduced 67.29%	9,250 $283,000
Q1 2017 Jan 29, 2020	BUY	N/A	28,278	28,278 $866,000

Others Institutions Holding SPSB

# of Institutions

565

Shares Held

191M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO SHORT TERM CORP

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Kingsview Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History