Ropes Wealth Advisors LLC Spdr Portfolio Short Term Corp Transaction History

Ropes Wealth Advisors LLC

$512 Million
Q3 2023

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 12, 2021	SELL	$31.23 - $31.41 $98,436 - $99,004	-3,152 Closed	0 $0
Q4 2020 Feb 05, 2021	SELL	$31.31 - $31.42 $16,876 - $16,935	-539 Reduced 14.6%	3,152 $99,000
Q3 2020 Oct 16, 2020	SELL	$31.3 - $31.43 $4,507 - $4,525	-144 Reduced 3.75%	3,691 $116,000
Q2 2020 Jul 20, 2020	SELL	$30.09 - $31.34 $12,487 - $13,006	-415 Reduced 9.76%	3,835 $120,000
Q1 2020 Apr 24, 2020	BUY	$27.48 - $31.14 $18,686 - $21,175	680 Added 19.05%	4,250 $129,000
Q4 2019 Feb 05, 2020	SELL	$30.77 - $30.89 $11,077 - $11,120	-360 Reduced 9.16%	3,570 $110,000
Q3 2019 Nov 05, 2019	BUY	$30.69 - $30.85 $33,145 - $33,318	1,080 Added 37.89%	3,930 $121,000
Q2 2019 Jul 31, 2019	BUY	N/A	2,850 New	2,850 $88,000

Others Institutions Holding SPSB

# of Institutions

563

Shares Held

191M

Call Options Held

0

Put Options Held

0

About SPDR PORTFOLIO SHORT TERM CORP

Ticker SPSB
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