Kovitz Investment Group Partners, LLC Spdr Portfolio Short Term Trea Transaction History

Kovitz Investment Group Partners, LLC

  • $18.2 Billion
  • Q1 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 460,755 shares of SPTS stock, worth $13.5 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
460,755
Previous 460,755 -0.0%
Holding current value
$13.5 Million
Previous $13.5 Million -0.0%
% of portfolio
0.07%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$28.92 - $29.24 $653,158 - $660,385
22,585 Added 5.15%
460,755 $13.5 Million
Q4 2024

Feb 14, 2025
SELL
$28.88 - $29.33 $1.71 Million - $1.73 Million
-59,137 Reduced 11.89%
438,170 $12.7 Million
Q3 2024

Nov 14, 2024
BUY
$28.75 - $29.46 $893,780 - $915,852
31,088 Added 6.67%
497,307 $14.6 Million
Q2 2024

Aug 14, 2024
SELL
$28.65 - $28.88 $709,746 - $715,444
-24,773 Reduced 5.05%
466,219 $13.5 Million
Q1 2024

May 14, 2024
BUY
$28.84 - $29.16 $14.2 Million - $14.3 Million
490,992 New
490,992 $14.2 Million

Others Institutions Holding SPTS

# of Institutions
420
Shares Held
182M
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
Track This Portfolio

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email