Sax Wealth Advisors, LLC Spdr Portfolio Short Term Trea Transaction History

Sax Wealth Advisors, LLC

  • $1.63 Billion
  • Q2 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 16,881 shares of SPTS stock, worth $494,106. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,881
Previous 20,830 18.96%
Holding current value
$494,106
Previous $609,000 18.88%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Jul 23, 2025
SELL
$29.07 - $29.38 $114,797 - $116,021
-3,949 Reduced 18.96%
16,881 $494,000
Q1 2025

May 14, 2025
BUY
$28.92 - $29.24 $602,403 - $609,069
20,830 New
20,830 $609,000

Others Institutions Holding SPTS

# of Institutions
434
Shares Held
169M
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
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