Levy Wealth Management Group, LLC Spdr Portfolio Short Term Corp Transaction History

Levy Wealth Management Group, LLC

  • $390 Million
  • Q2 2024

A detailed history of Levy Wealth Management Group, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 129,944 shares of SPSB stock, worth $3.88 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
129,944
Previous 87,259 48.92%
Holding current value
$3.88 Million
Previous $2.6 Million 48.59%
% of portfolio
0.99%
Previous 0.69%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
BUY
$29.51 - $29.7 $1.26 Million - $1.27 Million
42,685 Added 48.92%
129,944 $3.86 Million
Q4 2023

Jan 23, 2024
BUY
$29.14 - $29.78 $196,257 - $200,568
6,735 Added 8.36%
87,259 $2.6 Million
Q3 2023

Oct 24, 2023
SELL
$29.26 - $29.5 $7,110 - $7,168
-243 Reduced 0.3%
80,524 $2.36 Million
Q2 2023

Jul 21, 2023
SELL
$29.36 - $29.7 $239,372 - $242,144
-8,153 Reduced 9.17%
80,767 $2.38 Million
Q1 2023

May 04, 2023
SELL
$29.2 - $29.7 $54,458 - $55,390
-1,865 Reduced 2.05%
88,920 $2.63 Million
Q4 2022

Feb 08, 2023
BUY
$28.95 - $29.53 $302,266 - $308,322
10,441 Added 13.0%
90,785 $2.67 Million
Q3 2022

Oct 28, 2022
BUY
$29.16 - $29.99 $1.83 Million - $1.88 Million
62,734 Added 356.24%
80,344 $2.35 Million
Q2 2022

Jul 27, 2022
BUY
$29.45 - $30.11 $518,614 - $530,237
17,610 New
17,610 $524,000

Others Institutions Holding SPSB

# of Institutions
586
Shares Held
195M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO SHORT TERM CORP

SPSB Quotes by TradingView
  • Ticker SPSB
  • Sector ETFs
  • Industry ETFs
More about SPSB
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