Partners In Financial Planning Spdr Portfolio Short Term Trea Transaction History

Partners In Financial Planning

  • $542 Billion
  • Q2 2025

A detailed history of Partners In Financial Planning transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Partners In Financial Planning holds 47,863 shares of SPTS stock, worth $1.4 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
47,863
Previous 49,929 4.14%
Holding current value
$1.4 Million
Previous $1.46 Billion 3.97%
% of portfolio
0.26%
Previous 0.29%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
$29.07 - $29.38 $60,058 - $60,699
-2,066 Reduced 4.14%
47,863 $1.4 Billion
Q1 2025

Apr 30, 2025
SELL
$28.92 - $29.24 $29,411 - $29,737
-1,017 Reduced 2.0%
49,929 $1.46 Billion
Q4 2024

Feb 12, 2025
BUY
$28.88 - $29.33 $1.47 Million - $1.49 Million
50,946 New
50,946 $1.48 Billion
Q3 2024

Feb 26, 2025
SELL
$28.75 - $29.46 $10,838 - $11,106
-377 Reduced 0.78%
48,136 $1.42 Billion
Q2 2024

Feb 26, 2025
SELL
$28.65 - $28.88 $236,018 - $237,913
-8,238 Reduced 14.52%
48,513 $1.4 Billion
Q1 2024

Feb 26, 2025
BUY
$28.84 - $29.16 $721 - $729
25 Added 0.04%
56,751 $1.64 Billion
Q4 2023

Feb 26, 2025
BUY
$28.59 - $29.06 $2,744 - $2,789
96 Added 0.17%
56,726 $1.65 Billion
Q3 2023

Mar 04, 2025
BUY
$28.66 - $28.88 $171,472 - $172,789
5,983 Added 11.74%
56,929 $1.64 Billion
Q2 2023

Feb 26, 2025
SELL
$28.78 - $29.3 $72,554 - $73,865
-2,521 Reduced 4.26%
56,630 $1.63 Billion
Q1 2023

Feb 26, 2025
BUY
$28.64 - $29.36 $234,991 - $240,898
8,205 Added 16.11%
59,151 $1.73 Billion
Q4 2022

May 05, 2025
BUY
$28.7 - $29.07 $303,100 - $307,008
10,561 Added 21.15%
60,490 $1.75 Billion

Others Institutions Holding SPTS

# of Institutions
433
Shares Held
169M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO SHORT TERM TREA

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