Simplicity Wealth,Llc Spdr Portfolio Short Term Trea Transaction History

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Simplicity Wealth,Llc holds 74,693 shares of SPTS stock, worth $2.16 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
74,693
Previous 92,461 19.22%
Holding current value
$2.16 Million
Previous $2.67 Million 17.72%
% of portfolio
0.21%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
SELL
$28.75 - $29.46 $510,830 - $523,445
-17,768 Reduced 19.22%
74,693 $2.2 Million
Q2 2024

Jul 10, 2024
BUY
$28.65 - $28.88 $1.39 Million - $1.4 Million
48,352 Added 109.62%
92,461 $2.67 Million
Q1 2024

Apr 24, 2024
SELL
$28.84 - $29.16 $243,698 - $246,402
-8,450 Reduced 16.08%
44,109 $1.28 Million
Q4 2023

Jan 29, 2024
BUY
$28.59 - $29.06 $578,432 - $587,941
20,232 Added 62.59%
52,559 $1.53 Million
Q3 2023

Oct 19, 2023
BUY
$28.66 - $28.88 $294,739 - $297,001
10,284 Added 46.65%
32,327 $928,000
Q2 2023

Jul 26, 2023
BUY
$28.78 - $29.3 $130,258 - $132,611
4,526 Added 25.84%
22,043 $634,000
Q1 2023

Apr 27, 2023
BUY
$28.64 - $29.36 $501,686 - $514,299
17,517 New
17,517 $512,000
Q3 2022

Oct 12, 2022
SELL
$28.84 - $29.57 $1.6 Million - $1.64 Million
-55,374 Reduced 27.66%
144,857 $4.19 Million
Q2 2022

Jul 19, 2022
BUY
$29.16 - $29.7 $3.46 Million - $3.53 Million
118,786 Added 145.85%
200,231 $5.9 Million
Q1 2022

May 20, 2022
BUY
$29.62 - $30.41 $1.22 Million - $1.26 Million
41,272 Added 102.74%
81,445 $2.42 Million
Q4 2021

Feb 25, 2022
BUY
$30.42 - $30.64 $1.22 Million - $1.23 Million
40,173 New
40,173 $1.22 Million

Others Institutions Holding SPTS

# of Institutions
403
Shares Held
176M
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
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,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 Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email