Napa Wealth Management Spdr Portfolio Short Term Trea Transaction History

Napa Wealth Management

  • $178 Billion
  • Q1 2025

A detailed history of Napa Wealth Management transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Napa Wealth Management holds 7,906 shares of SPTS stock, worth $230,934. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,906
Previous 78,029 89.87%
Holding current value
$230,934
Previous $2.26 Billion 89.79%
% of portfolio
0.13%
Previous 0.98%

Shares

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

May 14, 2025
SELL
$28.92 - $29.24 $2.03 Million - $2.05 Million
-70,123 Reduced 89.87%
7,906 $231 Million
Q4 2024

Feb 14, 2025
SELL
$28.88 - $29.33 $2.11 Million - $2.14 Million
-72,924 Reduced 48.31%
78,029 $2.26 Billion
Q3 2024

Nov 07, 2024
BUY
$28.75 - $29.46 $22,856 - $23,420
795 Added 0.53%
150,953 $4.44 Billion
Q2 2024

Aug 14, 2024
BUY
$28.65 - $28.88 $1.56 Million - $1.57 Million
54,312 Added 56.67%
150,158 $4.34 Billion
Q1 2024

Aug 14, 2024
BUY
$28.84 - $29.16 $2.76 Million - $2.79 Million
95,846 New
95,846 $2.77 Billion

Others Institutions Holding SPTS

# of Institutions
430
Shares Held
178M
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 Napa Wealth Management Portfolio

Follow Napa Wealth Management 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 Napa Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Napa Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email