Phillips Financial Management, LLC Spdr Portfolio Short Term Corp Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Phillips Financial Management, LLC holds 7,944 shares of SPSB stock, worth $240,385. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,944
Previous 7,944 -0.0%
Holding current value
$240,385
Previous $239,000 0.42%
% of portfolio
0.02%
Previous 0.02%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$29.77 - $30.19 $6,221 - $6,309
-209 Reduced 2.56%
7,944 $237,000
Q2 2024

Aug 08, 2024
SELL
$29.51 - $29.7 $56,216 - $56,578
-1,905 Reduced 18.94%
8,153 $242,000
Q1 2024

Apr 23, 2024
SELL
$29.65 - $29.92 $88,119 - $88,922
-2,972 Reduced 22.81%
10,058 $299,000
Q4 2023

Jan 25, 2024
BUY
$29.14 - $29.78 $8,683 - $8,874
298 Added 2.34%
13,030 $388,000
Q3 2023

Nov 09, 2023
BUY
$29.26 - $29.5 $907 - $914
31 Added 0.24%
12,732 $373,000
Q2 2023

Aug 11, 2023
BUY
$29.36 - $29.7 $20,757 - $20,997
707 Added 5.89%
12,701 $373,000
Q1 2023

May 08, 2023
BUY
$29.2 - $29.7 $467 - $475
16 Added 0.13%
11,994 $355,000
Q4 2022

Jan 24, 2023
SELL
$28.95 - $29.53 $30,050 - $30,652
-1,038 Reduced 7.97%
11,978 $0
Q3 2022

Nov 08, 2022
SELL
$29.16 - $29.99 $8,864 - $9,116
-304 Reduced 2.28%
13,016 $380,000
Q2 2022

Jul 22, 2022
SELL
$29.45 - $30.11 $647 - $662
-22 Reduced 0.16%
13,320 $396,000
Q1 2022

May 06, 2022
BUY
$30.07 - $30.94 $120 - $123
4 Added 0.03%
13,342 $402,000
Q4 2021

Feb 07, 2022
BUY
$30.92 - $31.24 $401 - $406
13 Added 0.1%
13,338 $413,000
Q3 2021

Nov 09, 2021
BUY
$31.24 - $31.31 $1,312 - $1,315
42 Added 0.32%
13,325 $416,000
Q2 2021

Aug 10, 2021
BUY
$31.26 - $31.37 $2,625 - $2,635
84 Added 0.64%
13,283 $416,000
Q1 2021

May 17, 2021
BUY
$31.23 - $31.41 $530 - $533
17 Added 0.13%
13,199 $413,000
Q4 2020

Feb 16, 2021
BUY
$31.31 - $31.42 $1,189 - $1,193
38 Added 0.29%
13,182 $414,000
Q3 2020

Nov 06, 2020
BUY
$31.3 - $31.43 $1,064 - $1,068
34 Added 0.26%
13,144 $412,000
Q2 2020

Aug 07, 2020
BUY
$30.09 - $31.34 $1,203 - $1,253
40 Added 0.31%
13,110 $411,000
Q1 2020

May 15, 2020
BUY
$27.48 - $31.14 $3,462 - $3,923
126 Added 0.97%
13,070 $394,000
Q4 2019

Feb 19, 2020
BUY
$30.77 - $30.89 $1,938 - $1,946
63 Added 0.49%
12,944 $399,000
Q3 2019

Nov 12, 2019
SELL
$30.69 - $30.85 $15,099 - $15,178
-492 Reduced 3.68%
12,881 $397,000
Q2 2019

Aug 06, 2019
SELL
N/A
-1,002 Reduced 6.97%
13,373 $410,000
Q1 2019

May 07, 2019
BUY
N/A
34 Added 0.24%
14,375 $438,000
Q4 2018

Feb 04, 2019
BUY
N/A
64 Added 0.45%
14,341 $432,000
Q3 2018

Nov 14, 2018
BUY
N/A
43 Added 0.3%
14,277 $430,000
Q2 2018

Aug 09, 2018
SELL
N/A
-1,125 Reduced 7.32%
14,234 $429,000
Q1 2018

May 11, 2018
BUY
N/A
36 Added 0.23%
15,359 $464,000
Q4 2017

Feb 01, 2018
SELL
N/A
-4,733 Reduced 23.6%
15,323 $466,000
Q3 2017

Nov 14, 2017
SELL
N/A
-68 Reduced 0.34%
20,056 $615,000
Q2 2017

Aug 11, 2017
BUY
N/A
20,124
20,124 $617,000

Others Institutions Holding SPSB

# of Institutions
622
Shares Held
224M
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
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, LLC 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 Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email