Simplicity Wealth,Llc Spdr Portfolio Short Term Trea Transaction History

Simplicity Wealth,Llc

$2.26 Billion
Q2 2025

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 90,596 shares of SPTS stock, worth $2.65 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

90,596

Previous 37,797 139.69%

Holding current value

$2.65 Million

Previous $1.1 Million 140.31%

% of portfolio

0.12%

Previous 0.09%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$29.07 - $29.38 $1.53 Million - $1.55 Million	52,799 Added 139.69%	90,596 $2.65 Million
Q1 2025 Apr 14, 2025	BUY	$28.92 - $29.24 $1.09 Million - $1.11 Million	37,797 New	37,797 $1.1 Million
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

433

Shares Held

168M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO SHORT TERM TREA

Ticker SPTS
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Simplicity Wealth,Llc Spdr Portfolio Short Term Trea Transaction History