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

Modern Wealth Management, LLC

$3.04 Billion
Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Modern Wealth Management, LLC holds 585,648 shares of SPSB stock, worth $17.6 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

585,648

Previous 563,206 3.98%

Holding current value

$17.6 Million

Previous $17 Billion 99.9%

% of portfolio

0.58%

Previous 0.55%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 30, 2025	BUY	$29.82 - $30.1 $669,220 - $675,504	22,442 Added 3.98%	585,648 $17.6 Million
Q1 2025 May 15, 2025	BUY	$29.82 - $30.1 $1.14 Million - $1.15 Million	38,311 Added 7.3%	563,206 $17 Billion
Q4 2024 May 30, 2025	SELL	$29.77 - $30.19 $1.29 Million - $1.31 Million	-43,294 Reduced 7.69%	519,912 $15.5 Million
Q4 2024 May 29, 2025	SELL	$29.77 - $30.19 $14.8 Million - $15 Million	-498,094 Reduced 88.44%	65,112 $1.94 Million
Q4 2024 Feb 11, 2025	BUY	$29.77 - $30.19 $1.82 Million - $1.85 Million	61,138 Added 13.18%	524,895 $15.7 Billion
Q3 2024 May 30, 2025	SELL	$29.58 - $30.31 $3.16 Million - $3.24 Million	-106,954 Reduced 18.99%	456,252 $13.8 Million
Q3 2024 May 29, 2025	SELL	$29.58 - $30.31 $15.6 Million - $16 Million	-526,735 Reduced 93.52%	36,471 $1.1 Million
Q3 2024 Nov 05, 2024	BUY	$29.58 - $30.31 $13.7 Million - $14.1 Million	463,757 New	463,757 $14 Billion

Others Institutions Holding SPSB

# of Institutions

614

Shares Held

225M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO SHORT TERM CORP

Ticker SPSB
Sector ETFs
Industry ETFs

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