Octavia Wealth Advisors, LLC Spdr Portfolio Short Term Corp Transaction History

Octavia Wealth Advisors, LLC

  • $806 Million
  • Q3 2024

A detailed history of Octavia Wealth Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 9,452 shares of SPSB stock, worth $283,181. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,452
Previous 9,452 -0.0%
Holding current value
$283,181
Previous $280,000 2.14%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Aug 01, 2024
BUY
$29.51 - $29.7 $278,928 - $280,724
9,452 New
9,452 $280,000
Q4 2023

Jan 30, 2024
SELL
$29.14 - $29.78 $10,286 - $10,512
-353 Reduced 3.6%
9,452 $281,000
Q3 2023

Oct 30, 2023
SELL
$29.26 - $29.5 $3,511 - $3,540
-120 Reduced 1.21%
9,805 $287,000
Q2 2023

Jul 18, 2023
BUY
$29.36 - $29.7 $77,862 - $78,764
2,652 Added 36.46%
9,925 $292,000
Q1 2023

Apr 20, 2023
SELL
$29.2 - $29.7 $167,958 - $170,834
-5,752 Reduced 44.16%
7,273 $215,000
Q4 2022

Jan 19, 2023
SELL
$28.95 - $29.53 $89,252 - $91,040
-3,083 Reduced 19.14%
13,025 $0
Q3 2022

Oct 17, 2022
SELL
$29.16 - $29.99 $5,686 - $5,848
-195 Reduced 1.2%
16,108 $471,000
Q2 2022

Jul 18, 2022
SELL
$29.45 - $30.11 $13,281 - $13,579
-451 Reduced 2.69%
16,303 $486,000
Q1 2022

Apr 20, 2022
SELL
$30.07 - $30.94 $6,735 - $6,930
-224 Reduced 1.32%
16,754 $505,000
Q4 2021

Jan 28, 2022
BUY
$30.92 - $31.24 $40,783 - $41,205
1,319 Added 8.42%
16,978 $526,000
Q2 2021

Jul 26, 2021
SELL
$31.26 - $31.37 $51,078 - $51,258
-1,634 Reduced 9.45%
15,659 $490,000
Q1 2021

May 10, 2021
BUY
$31.23 - $31.41 $3,747 - $3,769
120 Added 0.7%
17,293 $541,000
Q4 2020

Feb 12, 2021
BUY
$31.31 - $31.42 $537,686 - $539,575
17,173 New
17,173 $539,000

Others Institutions Holding SPSB

# of Institutions
563
Shares Held
191M
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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