Sky Oak Wealth, LLC Spdr Portfolio Short Term Trea Transaction History

Sky Oak Wealth, LLC

$454 Million
Q1 2025

A detailed history of Sky Oak Wealth, LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 7,071 shares of SPTS stock, worth $207,745. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,071

Holding current value

$207,745

% of portfolio

0.05%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$28.92 - $29.24 $204,493 - $206,756	7,071 New	7,071 $206,000
Q2 2022 Jul 26, 2022	SELL	$29.16 - $29.7 $24,756 - $25,215	-849 Reduced 10.81%	7,003 $206,000
Q1 2022 Apr 18, 2022	SELL	$29.62 - $30.41 $4,798 - $4,926	-162 Reduced 2.02%	7,852 $233,000
Q4 2021 Jan 24, 2022	BUY	$30.42 - $30.64 $456 - $459	15 Added 0.19%	8,014 $244,000
Q3 2020 Nov 03, 2020	BUY	$30.69 - $30.73 $245,489 - $245,809	7,999 New	7,999 $246,000

Others Institutions Holding SPTS

# of Institutions

418

Shares Held

182M

Call Options Held

Put Options Held

Municipal Employees' Retirement System Of Michigan

21.9M
Shares

$644 Million
8.12% of portfolio
Bank Of America Corp Charlotte, NC

21.7M
Shares

$637 Million
0.05% of portfolio
Richard Bernstein Advisors LLC

12.6M
Shares

$369 Million
8.95% of portfolio
State Street Corp Boston, MA

12M
Shares

$353 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

10.1M
Shares

$296 Million
0.08% of portfolio

View Full List

About SPDR PORTFOLIO SHORT TERM TREA

Ticker SPTS
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